Do the most with your money today without sacrificing your tomorrow!

Understand and take control of your finances with a team of financial planners to live your best life!

Are you tired of feeling conflicted about what you should be doing with your money?

Are you asking yourself questions like these?

20s & 30s

Should I "settle down" and buy my first house or find a remote job that will allow me to travel the world like I've always dreamed of doing?

Should I pay off my student loans or contribute the maximum amount to my retirement accounts?

Should I invest in cryptocurrencies like Bitcoin or a rental property?

40s

Should I continue to climb the C-Level ladder or start my own business?

Should I prioritize saving for my children's college education or my retirement?

50s

Should I buy a beach-front property or take my family on unique vacations?

Should I work until age 70 to receive maximum Social Security benefits or retire at age 62 and tackle my bucket list?

Should I adjust my investment allocation as I approach retirement or continue with an aggressive allocation?

60s & Beyond

Should I remodel my home or plan to move into an independent living facility in the future?

Should I give to my heirs while I'm alive so I can share in their experiences or pass on my wealth at death?

Use your money now, and later, to live a life with no regrets!

It's Time For You To Thrive

At Avant-Garde Wealth, we know you are the kind of person who wants to do the most with your money today without sacrificing your tomorrow. The problem is you doubt your ability to do both which makes you feel conflicted. However, we know you can do it. You can understand and control your money. We are here to help you. We believe you deserve to thrive now and in the future.

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Do the Most with Your Money

1. Learn about our services

2. Select the one you need

3. Schedule a free introductory call

Services

Ongoing Financial Planning

Get ongoing and personalized guidance from a team of financial planners. Includes investment management.

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Hourly Financial Planning

Get answers to the financial questions that keep you up at night.

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Seminars and Webinars

Get the financial knowledge you need.

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Your Team of Fiduciary Financial Planners

Brooke Cassady

CERTIFIED FINANCIAL PLANNERTM - CFP®

Accredited Financial Counselor® - AFC®

Sabina Smailhodzic Lewis

CERTIFIED FINANCIAL PLANNERTM - CFP®

CERTIFIED FINANCIAL PLANNERTM - CFP®

Are you making excuses to avoid taking the next step?

Personal finances are too complicated for me to understand.

We believe anyone can understand personal finances with the right guide.

I don't have enough time for my personal finances.

We believe anyone can control their personal finances with the right guide.

I can't imagine what thriving would look like for me.

We believe anyone can identify and achieve their best life with the right guide.

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How close are you to achieving your goals?

If you need someone to evaluate your progress towards achieving your goals, we are happy to help.
Use this free tool to begin the conversation.

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