What We Do
Whether you need help in one area or require a holistic financial plan, our services are tailored around the client’s specific goals and objectives. As circumstances change, we adapt your plan to help ensure you stay on track for your goals. Because we are independent, we are able to search the market to find products and providers that are appropriate for you.
- Fidelity and TIAA Non-Profit Investments
- IRAs – SEP, Traditional and Roth
- Employer Plans – 401(k), 403(b), 457, 401(a), Simple IRA, and ESPP
- Brokerage Accounts
- Retirement Planning
- Tax Plans
- College Planning
- Budget Planning
- Estate Planning
- Major Purchase Planning
Wealth Management Process
Our comprehensive planning process helps you organize your goals.
Frequently Asked Questions
What is your investment philosophy?
At Advanced Wealth Strategies, we have carefully crafted an investment process through years of experience. Our investment strategies are backed by industry research, providing our clients with effective planning tools for their long term investment goals and asset allocation. Implementation of our investment portfolios are accomplished using a fee-based advisory platform where we help determine the investment strategy, monitor the portfolio within established guidelines and make changes based on our clients goals, risk tolerance and time horizon. If you have any questions regarding the investment process talk to an Advanced Wealth Strategy advisor today.
Why should I use a professional vs. doing it myself?
We believe that not only do we help our clients develop, design and defend their financial plan, we also help you make better financial decisions. Through education and navigation, we strive to bring value to your life with more than just investments. Other areas we assist our clients on include adequate protection, cash planning, education planning, estate planning and tax planning.
Do you work with clients that aren't employed by non-profits?
Yes. Although we specialize in working with those employed by Hospitals, Universities and K-12 Schools, we do work with families outside of the non-profit space.
Are you a fiduciary?
Yes, the advisors at Advanced Wealth Strategies work in a Fiduciary capacity. The fiduciary duty is the highest standard of care and our advisors act with undivided loyalty and utmost good faith.
As a fiduciary, are you required to have this standard of care at all times?
Yes. Our advisors are required to act in the best interest of our clients at all times.
How do you get compensated?
We charge based on the amount of assets we are managing, creating an environment where our advisors are directly invested in the growth and preservation of your assets. In certain circumstances a financial planning fee or commissions may be charged depending on the client’s needs.
Do you offer a complimentary consultation?
Yes, we offer a complimentary consultation at either of our offices including evening availability for prospective clients.
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