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Avantra Family Wealth Overview
Type
Multi Family Office
General Information
Avantra Family Wealth is a multi-family office headquartered in Mechanicsburg. The firm provides comprehensive wealth management solutions for families, including investment risk management, insurance strategies, and cash flow analysis. Avantra Family Wealth works with clients to build portfolios using fixed income securities, mutual funds, and other vehicles—delivers tailored financial planning and investment advisory services to support long-term family objectives.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Mechanicsburg, United States
Portfolio & Notable Allocations
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