Tania Brungard

Client Experience Associate at Avantra Family Wealth - Mechanicsburg, PA, us

Tania Brungard's Colleagues at Avantra Family Wealth
Wade Hoffman

Chief Compliance Officer

Contact Wade Hoffman

Kim Kenawell

Founding Partner; Senior Family Wealth Advisor; Collaborative Divorce Financial Professional

Contact Kim Kenawell

Tania Brungard's Contact Details
HQ
N/A
Location
Harrisburg,Pennsylvania,United States
Company
Avantra Family Wealth
Tania Brungard's Company Details
Avantra Family Wealth logo, Avantra Family Wealth contact details

Avantra Family Wealth

Mechanicsburg, PA, us • 5 - 9 Employees
Financial Services

Avantra Family Wealth is an independent, concierge-style multifamily office, dedicated to working with individuals and families looking for a committed partner to help them identify, articulate and achieve their financial and investment goals.Driving all that we do is our desire to build deep relationships with our clients, earning their trust and confidence with personal attention and empathetic counsel.  To succeed, we act as true fiduciaries, always in the best interest of our clients.We use a disciplined process and holistic approach to create integrated solutions for multi-generational planning that go beyond traditional wealth management. Our goal is to simplify the financial lives of our clients so they can have the freedom to spend more time enjoying what matters most in their lives.Avantra Family Wealth LLC is a registered investment advisor. Please view our important disclosures at: http://avantrafamilywealth.com/disclaimers

Financial Services
Details about Avantra Family Wealth
Frequently Asked Questions about Tania Brungard
Tania Brungard currently works for Avantra Family Wealth.
Tania Brungard's role at Avantra Family Wealth is Client Experience Associate.
Tania Brungard's email address is ***@avantrafamilywealth.com. To view Tania Brungard's full email address, please signup to ConnectPlex.
Tania Brungard works in the Financial Services industry.
Tania Brungard's colleagues at Avantra Family Wealth are Wade Hoffman, Steven Thompson, Kim Kenawell and others.
Tania Brungard's phone number is N/A
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