Avance Private Wealth LLC

Overview

Avance Private Wealth LLC is a small independent registered investment adviser that emphasizes equity exposure through exchange-traded securities while offering comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm runs a predominantly discretionary portfolio model, favoring liquid, listed instruments for core allocations and layering in third‑party alternative funds and insurance products where appropriate. Fee arrangements include assets-under-management fees as well as fixed and hourly charges, which supports flexible engagement models for both individual and institutional clients. Investment activity is centered on publicly traded equities and ETFs as the primary vehicle for market exposure, supported by mutual funds and annuities for specific client objectives. For clients seeking less liquid or higher-return opportunities, the adviser allocates selectively to external private fund managers across private equity, venture capital, hedge funds and private placements. That mix suggests a growth-oriented equity posture combined with targeted alternative allocations to enhance diversification and return potential.

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Location & Offices