Advance Wealth Management Service provides personalized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and business entities. Operating as a registered investment advisor, Advance Wealth Management Service specializes in wrap asset management, where client portfolios are actively managed on a discretionary basis according to individual goals, risk tolerance, and time horizons. The firm offers comprehensive financial planning covering retirement, taxes, estate planning, education funding, and real estate analysis, available either on an ongoing monthly basis or through standalone projects. Additionally, ongoing financial planning is provided at no extra charge for clients who maintain at least $500,000 in assets with Advance Wealth Management Service. Investment strategies incorporate asset allocation, technical and fundamental analysis, sector analysis, and long-term or short-term purchases.
Fee Structure
Advance Wealth Management Service provides investment management through a wrap fee program where investment portfolios are actively managed for clients. Specific fee schedules for this program are detailed in the firm's separate Wrap Fee Program Brochure.
