Investment products:

  • Guaranteed Investment Certificates (GICs)
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Stocks
  • Bonds
  • Annuities
  • Segregated Funds

Tax-efficient investing.

With access to a wide range of income and growth based investments, we will optimize your investment opportunities and assist in managing your retirement portfolio through consistent and experienced advice.

Benefits to you:

  • Replace lost income
  • Provide security for your family
  • Create an estate for your heirs
  • Pay off any debt that you may leave behind
  • Provide funding for your children’s education
  • Give to the charity of your choice
  • Ensure the continuation of your business

A better online investing experience.

Protect what matters most to you. An Avanti Wealth Consultant will help you choose the right insurance plan to ensure the continued financial well-being of you and your family should the unexpected happen.

Building a retirement portfolio:

  • Automate contributions
  • Diversify your portfolio
  • Review your portfolio annually

Live the retirement lifestyle you have planned for.

Planning a financially sound retirement is important in enabling you to retire on your own terms and in ensuring a comfortable and enjoyable retirement. Through our wealth management approach, we will help you build a comprehensive retirement income plan.

Our strategies help:

  • Pass your legacy on to your heirs
  • Grow your assets
  • Minimize inheritance taxes, including estate taxes and gift taxes
  • Protect your assets from creditors

Estate planning & strategic wealth transfer.

Planning for the future and ensuring that your wishes will be carried out doesn’t have to keep you up at night. Work with us for your estate planning needs to be sure your assets are invested appropriately, that you have provided for your heirs, and that your wealth will be transferred in a seamless, tax-efficient manner.

Working with you to ensure your future is secure.

At Avanti, we take the time to understand what is important to you and help you achieve personal and financial success through our comprehensive, personalized approach to wealth management.
Whether your focus is on your family, your home, your health or your legacy, your priorities are uniquely yours. We’ll customize your wealth management portfolio to match you – helping you achieve your personal and financial goals.

Working with you to ensure your future is secure.

At Avanti, we take the time to understand what is important to you and help you achieve personal and financial success through our comprehensive, personalized approach to wealth management.
Whether your focus is on your family, your home, your health or your legacy, your priorities are uniquely yours. We’ll customize your wealth management portfolio to match you – helping you achieve your personal and financial goals.

More than just wealth management.

Let us help you with all your financial needs. We work with WFCU Credit Union to give you access to the products and services including:
Personal Banking

Commercial & Small Business Banking

Credit Cards

Loans & Lines Of Credit

Mortgages

Foreign Exchange Services

More than just wealth management.

Let us help you with all your financial needs. We work with WFCU Credit Union to give you access to the products and services including:
Personal banking

Commercial & small business banking

Credit cards

Loans & lines of credit

Mortgages

Foreign Exchange Services

Interested in Direct Investing?

When you manage some or all of your own investments, it’s important to choose the right online brokerage. At Avanti Wealth, we can help.