Tred Avon Family Wealth, LLC

About

Tred Avon Family Wealth Contact Us Our Team Elizabeth Spurry, President Beth founded Tred Avon Family Wealth in 2014 to meet the unique needs of select high net worth clients. Previously a Senior Vice President at Wye Financial Trust, Vice President at Mercantile Trust, and a Financial Advisor at H.C. Wainwright and Morgan Stanley Dean Witter, she has a Bachelor's degree from Johns Hopkins University and a Master's degree from Washington College. Beth is a Certified Financial Planner™ and Certified Trust and Financial Advisor, and has served on the Maryland Banker's Association Trust Committee. Clients can choose a range of concierge services that best meet their family's individual financial needs. Investment and Portfolio Oversight Cash Flow Financial Reporting Consolidation Family Accounting Expense Management and Bill Paying Property and staff management Estate and Trust Planning Philanthropy, gifting and Impact Investing Family Business Consulting Advisor Coordination Our goal is to provide each client with whatever services are needed to give them, and their family, financial peace of mind. " An investment in knowledge pays the best interest" - Benjamin Franklin About Us Planning Stewardship Stewardship 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

Key Contact