Advanced Wealth Strategies
We help you to develop your goals.
We design a solution for your goals.
We defend against the everchanging.
Advanced Wealth Strategies
Our firm was established in 2010 and has a unique ability to service those that work for non-profits such as hospitals, universities and K-12 schools. While most advisors can either help you with your employer plan or outside assets, Advanced Wealth Strategies has created the necessary partnerships to be able to help you with all the pieces of your financial puzzle.
Our financial process begins by partnering with you to help establish your specific goals and objectives. Next we help you understand your current situation by organizing what you currently have going towards these goals. Once we know where you are and what you have going towards your goals, we create a custom plan designed to help reach your goals. Our holistic approach provides clients with a high-level overview of how all the pieces come together.
Our financial planning process is more than just managing your assets, its helping you understand how areas such as estate planning, protection planning, legacy planning and investment planning work together. We believe in the importance of educating our clients to help you make informed decisions. Since life is ever changing, we monitor and track your progress and adjust your financial plans along the way.
How we help you get “from here to there” through our disciplined process.
Meet the Team
Aleia K. MacDonald | firstname.lastname@example.org
Investment Advisor Representative
Aleia MacDonald’s career in finance began in 2002 in Ann Arbor, Michigan. After being responsible for all aspects of business development, VIP client/business retention, and customer service at a mid-size Michigan based firm, she continued her education and went into production as an Independent Investment Advisor Representative. Aleia is active in both the Livingston and Washtenaw County communities professionally and philanthropically. Aleia is a former member of the Livingston Sunrise Rotary Club where she has served as President and Board Member. From 2016-2018 Aleia served as the Assistant District Governor for Rotary’s District 6380 and is currently a member of the Rotary Club of Ann Arbor. In addition to Rotary, Aleia has put her passion for youth and ending hunger by volunteering with Big Brothers Big Sisters, Reaching Higher, and Gleaners Community Food Bank. Aleia is married to her husband Ryan and they have one son, Makai. They enjoy boating, traveling, golfing and spending as much time as they can together as a family. Registered Representative of Geneos Wealth Management, Inc.
Sofia Sylvester | email@example.com
Sofia Sylvester joined Advanced Wealth Strategies as an Executive Assistant to Aleia MacDonald. Sofia has a passion for excellence in customer service and is excited to bring her passion and experience to the firm and provide our clients with the extraordinary customer experience they deserve. Sofia loves the opportunity to take on a new industry and is enjoying learning about financial planning.
In addition to her full-time role at the firm, Sofia is currently pursuing a Bachelor of Arts in Psychology. She strives to understand the human experience and the ways she can help improve it for others. Sofia’s outside interests also include dance, non-fiction books, podcasts, and anything that can aid her in the quest to learn more about the world today.
Nicholas Szpond | firstname.lastname@example.org
Nicholas Szpond joined Advanced Wealth Strategies as an Administrative Assistant to Aleia MacDonald. Nicholas has a passion for providing exceptional customer service while developing strong relationships with clientele all beginning with a friendly smile. He thrives on establishing goals, exhibiting teamwork, and promoting a positive work environment. Nicholas is primarily responsible for scheduling appointments, preparing for meetings, and being our Director of First Impressions. In addition to working at the firm, Nicholas is currently pursuing an Associate in Applied Science Degree toward his goal of becoming a Physical Therapist Assistant. Nicholas currently has a Bachelor of of Arts focusing on Broadcasting, Cinematic Arts and Advertising. With an empathetic nature and strong desire to help others, he is sure to find a rewarding experience in assisting to make a quality change in the lives of others. Nicholas’s other interests include playing guitar, running, and listening to podcasts and books on tape.
Nick Urban | Nick@advanced-wealth.com
Nick Urban joined Advanced Wealth Strategies in August 2018 and is an Administrative Assistant with the firm. Nick graduated from Central Michigan University with honors, obtaining a B.S.B.A in Personal Financial Planning and is on track to attain his Certified Financial Planner designation. Among already receiving the Registered Financial Associate designation from the International Association of Registered Financial Consultants due to national achievements, he is also a member of the Financial Planning Association.
Nick’s immediate plans are to become licensed as an advisor as part of our ongoing team approach. In addition to his full-time role, Nick spends time giving back to his Alma Mater by volunteering at the business college and helping lead students through the Personal Financial Planning program. In his free time, Nick spends it cooking, working out, and enjoying outdoor activities with his family.