Tred Avon Family Wealth

Tred Avon Family Wealth
Tred Avon Family Wealth Logo

Tred Avon Family Wealth
 

1006 S. Washington Street
Easton, Maryland 21601
bspurry@tredavonfamilywealth.com

phone: 410.690.3268
fax: 410.819-3268

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