Investment advisory services are offered through Avance Private Wealth LLC, a registered investment adviser. Avance Private Wealth LLC is registered in the states of Florida, North Carolina, and Texas. Avance Private Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The use of the term "registered investment adviser" does not imply a certain level of skill or training.
For additional information about Avance Private Wealth LLC, including fees and services, please contact our office to request our disclosure statements as set forth on Form ADV. Our Form ADV is also available at the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Insurance products are not offered through Avance Private Wealth LLC.
Tax services are offered through APW Tax Services LLC. Avance Private Wealth LLC and APW Tax Services LLC are affiliated entities. Nothing on this website is intended as tax advice. Please consult with your independent tax adviser for advice specific to your situation.
The content on this website is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Investments involve risk and unless otherwise stated are not guaranteed. Past performance does not guarantee future results. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this website. Fees and expenses apply to ongoing investments and over time these fees and expenses will reduce the return of an investment.
Automated investing services referenced on this platform are provided through Betterment Institutional. Betterment LLC is an SEC-registered investment adviser. Avance Private Wealth LLC acts as the registered investment adviser of record for client accounts managed through Betterment Institutional.
This website may contain links to third-party websites. These links are provided for convenience only. Avance Private Wealth LLC has no control over the content of those sites and accepts no responsibility for them or for any loss or damage that may arise from your use of them. The inclusion of any link does not imply endorsement by Avance Private Wealth LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data. Do not sell my personal information: https://www.avanceprivate.com/donotsellmypersonalinformation
Asheville Office: 1 Page Avenue, Suite 280, Asheville, NC 28801. Fort Lauderdale Office: 300 SE 2nd Street, Suite 600, Fort Lauderdale, FL 33301.