"In the end, the American dream is not a sprint, or even a marathon, but a relay. Our families don't always cross the finish line in the span of one generation. But each generation passes on to the next the fruits of their labor."
~ Julian Castro (1974) American politician, US Sec'y of HUD

Green Valley Wealth Advisors is now Avant-Garde Advisors

Green Valley Wealth Advisors LLC has formally joined with Avant-Garde Advisors, LLC to create a national firm operating under the Avant-Garde name.

We are proud to continue serving families and businesses in the greater San Francisco Bay Area with an expanded team of experienced wealth managers and investment professionals.

As an independent firm, we have always been, and will continue to be, committed to serving our clients' best interests above all else. We are built to support each client's unique financial goals. And with our enhanced resources and capabilities, we are stronger than ever.

Avant-Garde Advisors provides fee-only wealth management, financial planning, and investment counseling services to individuals, families, trusts, retirement funds, foundations and businesses. We look forward to demonstrating how we can assist you in achieving your goals.

To learn more about Avant-Garde Advisors, please visit our website at: www.AvantGardeWealthManagement.com.

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What makes us different

We are a registered investment advisory firm. We offer wealth managemenet services and compelling domestic and global investment opportunities.

Our aim is in helping individuals, families and organizations achieve their financial aspirations.

We want to be a fiduciary, even an advocate, for our clients and provide them with liquid, transparent, diversified wealth management solutions. To that end, we offer asset-based wealth management, and hourly and set-fee financial planning.

We provide sound counsel to our clients and personalized advice. We can provide you with solutions that address both the assets and liabilities of your balance sheet.

It's not only what you make, it's what you keep.

Investment Management

Our expertise is in providing a disciplined, global approach to improve the outcome for investors' success in putting their money to work.

In today's markets, we believe it's best to have broad flexibility to capitalize on opportunities through traditional and alternative strategies and investment vehicles.

If you are looking at getting started (or restarted) on your road to financial independence and saving for retirement, we offer personalized advice to help you make informed choices for those important financial decisions in your life.

People spend more time planning their vacation than they do their retirement. Talk to us about financial planning; we'll get you on the road to success.


Plan for your future; Invest in what matters..