Avanti Wealth Management

Avanti Wealth Management is a small Registered Investment Advisor located in Longwood, Florida. With three employees, the firm offers a range of financial services designed to meet the unique needs of each client. Avanti Wealth Management specializes in holistic, personalized financial planning. Services include simplified and integrated financial services, alternatives in investment selection and management, income distribution planning, re-engineered retirement planning, income tax savings planning, collaborative estate planning, coordinated pension and IRA plans, personalized financial data access, cost-effective insurance planning, and annuities providing guaranteed income streams. The firm also focuses on measuring the results of current financial plans and offering value-added ideas and concepts. What sets Avanti Wealth Management apart is its commitment to providing exceptional service and personalized attention. Clients benefit from a dedicated point of contact who can answer questions and guide them through the planning process. The firm utilizes technology to provide clients with personalized financial data access, including what-if scenarios and financial projections. To schedule a consultation and learn more about how Avanti Wealth Management can help you achieve your financial goals, contact them at 407.331.7330. You can also connect with them on Facebook at facebook.com/AvantiWealth.