Avantra Family Wealth, Inc.

Avantra Family Wealth, Inc. provides investment advisory services to individuals, high‑net‑worth clients, trusts and estates, delivering comprehensive wealth management that combines investment management and financial planning. Offerings include discretionary and non‑discretionary portfolio management, standalone financial planning (hourly, fixed‑fee or retainer engagements), and referrals to or oversight of unaffiliated independent managers.

The firm’s investment process emphasizes fundamental analysis and a long‑term orientation, constructing portfolios from mutual funds, ETFs, individual equities and fixed‑income securities, while retaining the flexibility to employ technical strategies or shorter‑term trading when client objectives or market conditions warrant. Avantra customizes allocations to each client’s goals and tolerance, may preserve legacy holdings for tax or fit reasons, and periodically reallocates or harvests gains/losses as part of portfolio supervision.

Distinctive for a small supported adviser, Avantra manages approximately $221.6 million in client assets with a three‑advisor team and explicitly offers divorce‑planning and collaborative divorce services backed by a Certified Divorce Financial Analyst credential and the ability to serve as a financial neutral or mediator. The brochure also discloses that certain personnel hold broker‑dealer and insurance licenses and the firm participates in Schwab Advisor Services (receiving institutional technology and support), arrangements the firm notes as potential conflicts and manages through written policies, disclosure and its Code of Ethics.