About us
Boutique Family Office™
At Boutique Family Office™, we are committed to providing high-net-worth individuals with the same personalized care, advanced strategies, and exclusive investment opportunities typically available only to the ultra-wealthy. We’re more than advisors—we’re dedicated partners, offering personalized retirement planning with a heart that focuses on your unique goals and well-being.
Why Choose Us?
Founded in 2004 as Advanced Wealth Management, LLC, we transitioned in 2016 to a Florida Registered Investment Advisor, embracing fiduciary standards and developing the Boutique Family Office™ model. Our approach combines comprehensive wealth management with proactive tax strategies and legacy planning, ensuring that every facet of your financial life is covered.Frustrated by the inaccessibility of private market investments to everyday millionaires, our founder introduced the Private Market Alpha and Strategic Wealth Alpha GPS™ (SWAG) process. These innovations provide clients with access to exclusive strategies, alongside a personalized touch that ensures confidence and peace of mind.
At Boutique Family Office™, trust, transparency, and a deep commitment to preserving and growing your wealth are at the heart of everything we do. We provide the tools and expert guidance needed to help you build a secure and prosperous future for generations to come.
Our Founder
Tony Gomes
Hello, my name is Tony Gomes, and I am the founder of Advanced Wealth Management. I want you to know that my firm has your best interest at heart. Our work ethic and beliefs are the culmination of years of overcoming adversities, and because of our journey, we place the wellbeing of our clients above all else.
To help you understand the environment in which you entrust your financial hopes, let me tell you a bit about myself and how I came to be here today.
The Path To Optimizing Your Retirement And Living Your Best Life Begins Here!
Author: Tony Gomes
Tony completed and published his first book titled Life Integrated Financial Freedom! Advanced Holistic Retirement Planning.
Author, Tony Gomes, captures his humble beginnings in the Cape Verde Islands off the coast of West Africa, where he was separated from his mother and raised by a foster family before moving to Portugal and later immigrating to the United States at the age of ten. He learned English as a 4th language, served in the Army, and graduated with honors while earning a Masters in Business from the University of Texas in Austin, TX.
Tony’s journey of experiences through heartbreak, disappointments, achievements, and blessings, in tandem with his determination and perseverance to overcome all obstacles, gave birth to the personal and business values that are fundamental to all he is and has achieved today. His journey eventually brought him to the crossroads of his deep understanding of business and financial planning, and his dedication to and pursuit of meaningful relationships in the business of life by heart. He is the CEO of his own Florida-based RIA firm, Advanced Wealth Management, LLC (AWM).
How Can We Help Make Your Retirement More Fulfilling?
Speak with an advisor about how our process and services can benefit you on your path to Living Life By Heart.