About Us

 Tred Avon Family Wealth provides planning services that range from single purpose such as retirement income or college funding, to all encompassing and ongoing  lifetime financial planning. Whether you come to us for a formal plan, or want planning incorporated into your other services, we will adapt to you.

Stewarding family assets can be complex.  Wealthy families face unique challenges regarding wealth transfer, family legacy, philanthropy, trust oversight, wealth management education, and family business matters.  Tred Avon Family Wealth assists in creating and executing strategies to address these challenges  within families, leaving a clear path for future generations.

From investment portfolio oversight, to cash flow management, to bill paying, to consolidated reporting, we strive to customize and provide exactly what each client needs to support their wealth management needs.  We will work with you and your other trusted advisors to give the support and guidance you need.