The Only Boutique Family Office™ for Millionaires Next Door
Generational Wealth Navigation: Strategic Wealth Alpha GPS™
Sophisticated Guidance Across Generations
The term "Alpha" in the SWAG acronym refers to an investment strategy's ability to beat the market, or its ‘edge’. Alpha is often referred to as ‘excess return’ or value added. Our team believes that the search for maximum alpha extends beyond just investments, and we’re not alone in this belief. Two studies conducted by Vanguard and Russell Investments have shown that the quantified alpha generated by comprehensive financial planning advisors may deliver up to 3% additional value each year to clients, highlighting the benefits of a holistic approach to financial planning that extends beyond investment-only advice.
Advanced Wealth Management is a firm that offers individuals and families a suite of world-class family office services that were traditionally only available to the ultra-wealthy. The firm was created to fill a gap in the financial services industry, providing comprehensive and personalized financial planning services to a wider range of clients.
Our team of professional partners is dedicated to client success, utilizing a science-based wealth management process we call Strategic Wealth Alpha GPS™ (SWAG). We are laser-focused on relentlessly improving every aspect of SWAG, providing families with customized investment solutions, quality private investing opportunities, and a strong tax management regimen.
Our SWAG planning process searches for alpha by extracting as much value as possible from each of the seven core components of our holistic financial planning services:
• Retirement income and distribution management
• Social Security planning and optimization
• Proactive tax management
• Investment and wealth management
• Health care and long-term care planning
• Insurance strategies and asset protection
• Comprehensive estate and legacy planning
Comprehensive Wealth Services: From Retirement Planning to Tax Management
We offer a wide range of services, from a personalized four stages retirement roadmap, customized investment solutions to private investing opportunities and strong tax management regimen, to help clients achieve their goals, and protect their assets.