What We doBuilding Trust Through Every Decision

We understand that our clients are most commonly concerned with finding an advisor whom they feel they can trust, as well as having the confidence that we are always trying to offer them the best experience and service. At Avance Private Wealth Management, we want our clients to know that we are here to alleviate their concerns and help them reach each and every one of their goals. Our comprehensive suite of services is designed to address the unique financial needs of individuals, businesses, and institutional clients across every stage of their financial journey.

Who We ServeGuiding A Variety Of Clients Towards Success

High Net Worth Professionals

High Net Worth Professionals

We specialize in serving aviation professionals, medical professionals, and serial entrepreneurs who have built substantial wealth through their experience and dedication.

Business Owners & Enterprises

Business Owners & Enterprises

We partner with established businesses and their owners who face unique challenges, including entity structuring, succession planning, and wealth transfer strategies.

Institutional Clients

Institutional Clients

We serve endowments and foundations that require mission-aligned investment strategies, fiduciary governance, and institutional-quality investment consulting.

What We DoOur Services

Individual Services


Asset Protection

We develop sophisticated strategies to safeguard your wealth from potential creditors, litigation, and unforeseen circumstances. Our asset protection planning utilizes legal structures and financial instruments to create barriers that preserve your hard-earned assets for you and your beneficiaries.

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Tax Strategies

Our tax planning approach focuses on minimizing your tax burden through strategic income timing, deduction optimization, and tax-efficient investment structures. We work closely with your tax professionals to establish coordinated planning that maximizes your after-tax wealth.

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Retirement Planning

We create comprehensive retirement strategies that help you to maintain your desired lifestyle throughout your golden years. Our planning encompasses income replacement strategies, healthcare cost planning, Social Security optimization, and legacy planning considerations.

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Risk Management

We conduct thorough risk assessments to identify potential vulnerabilities in your financial plan and implement appropriate insurance solutions and hedging strategies. Our risk management approach protects both your current lifestyle and future financial security.

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Investment Management

Our investment approach combines institutional-quality portfolio construction with personalized attention to your risk tolerance and financial goals. We provide active portfolio oversight, asset allocation experience, and access to alternative investments typically reserved for institutional clients.

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Business Services


Tax Planning

We provide strategic business tax planning that focuses on minimizing corporate tax liabilities while optimizing cash flow and supporting business growth objectives. Our planning addresses entity structure optimization, timing strategies, and tax credit utilization.

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Business Valuations

Our comprehensive business valuation services provide accurate assessments for strategic planning, transaction purposes, tax compliance, and succession planning. We utilize multiple valuation methodologies to establish accurate and defensible valuations.

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M&A and Consulting

We guide business owners through complex merger and acquisition transactions, providing strategic advice on deal structure, valuation, and integration planning. Our consulting services help optimize business operations and prepare companies for growth or sales.

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Business Insurance Services

We analyze your business insurance needs and implement comprehensive coverage solutions that protect against operational risks, key person losses, and liability exposures. Our approach establishes adequate protection while managing insurance costs effectively.

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Business Exit and Succession Planning

We develop detailed succession plans that establishes smooth business transitions while maximizing value for departing owners. Our planning addresses family succession, management buyouts, third-party sales, and tax-efficient exit strategies.

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Custom Retirement Plan Designs

We design and implement retirement plans tailored to your business needs, helping you attract and retain talent while providing tax-advantaged savings opportunities. Our services include plan design, provider selection, and ongoing compliance support.

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Endowments & Foundations

Our institutional services help endowments and foundations fulfill their missions while establishing long-term financial sustainability and regulatory compliance.

Client Centered

  • We develop investment strategies that align with your organization's values and mission while pursuing competitive returns. Our approach integrates environmental, social, and governance (ESG) factors with traditional investment analysis to create portfolios that reflect your institutional values.

  • We provide comprehensive investment consulting services including asset allocation modeling, manager selection and monitoring, and performance evaluation. Our institutional investment experience helps optimize returns while managing risk and maintaining appropriate liquidity.

  • We assist boards and investment committees in fulfilling their fiduciary responsibilities through education, policy development, and governance framework implementation. Our guidance confirms compliance with regulatory requirements while supporting effective decision-making processes.

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