Our Mission Statement
The name Avant comes from the word Avant-Garde meaning – Advanced, Untraditional and Innovative.
Avant Wealth’s focus is to bring a new way of looking at financial planning and the financial markets to a very select group of families and clientele. You’ve worked diligently for the savings you’ve accumulated and my mission, as your CFO, is to bring fresh ideas to the table, so we can co-create your financial life together.
Combining a unique approach to risk focused asset allocation married with avant-garde investment philosophies, we work diligently to create a customized approach to your financial future. Reconciling your goals with your true risk tolerance in a rapidly changing environment has never been more critical.
We focus on:
- Wealth Management
- Financial Planning
- Retirement Income Planning
- College Planning
- Estate Planning
To schedule a time to discuss your financial goals, contact us at (785) 506-2385 or email to office@avantwealthmgmt.com today!
We are an independent financial services firm who specializes in creating custom financial plans for a select group of families. There is no “one-size-fits-all” when it comes to planning and its too important to not have a partner. We look forward to meeting with you soon!