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Avanti Wealth Management is an independent, boutique investment firm that provides fiduciary wealth management services, including retirement planning and investment management for IRAs, 401Ks, ETFs, stocks, and bonds. Led by Pasquale Pisani, the firm offers fee-based, conflict-free advice without proprietary products, and uses Charles Schwab as a custodian.
AI named Avanti Wealth Management in March 2026.