Avantra Family Wealth

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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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