About Tony Gomes

A Story of Resilience, Reinvention & Real-World Retirement Planning

Tony Gomes is a financial author, fiduciary advisor, U.S. Army veteran, and multilingual professional whose work helps retirees, business owners, and professionals make smarter, more intentional decisions with their money. He is the author of Life Integrated Financial Freedom, Understanding Annuities: The Good, the Bad, and the Ugly, The Great 1% Fee Trap, Your GPS to Hidden Tax Secrets, Health and Wealth: Your Longevity Blueprint, and a comprehensive series of educational guides on holistic retirement planning and tax-smart wealth strategies. His latest work, Health and Wealth: Your Longevity Blueprint, highlights the urgent need to ensure your money lasts as long as you do in a world shaped by rapid advances in biotech, medicine, and AI that are expanding life expectancy.

Tony’s writing draws on a rare blend of real-world experience, venture capital work, and academic training. He holds a BBA from the University of Massachusetts–Amherst and an MBA from the University of Texas at Austin, along with advanced executive education from both Harvard and MIT. He has also completed Advanced Trust Planning training through the Raymond James Institute. Early in his career, he held executive roles with global consumer brands such as Gatorade, Quaker Oats, and Tropicana, and later worked in venture capital, helping founders turn ideas into funded companies, raise growth capital, and design exit strategies for business owners.

During the dot-com boom, Tony retired at age 40 with $40 million and saw firsthand how even successful entrepreneurs and “everyday millionaires” lacked access to the kind of coordinated family office services typically reserved for ultra-wealthy families. That realization led him to become a financial advisor and dedicate his career to democratizing boutique family office services for business owners, professionals, and retirees next door.

As Founder and CEO of Advanced Wealth Management, a fiduciary RIA firm based in Sarasota, Florida, Tony leads a multi-disciplinary team through his Boutique Family Office™ model. This approach delivers holistic, concierge-level service traditionally reserved for ultra-high-net-worth families—without requiring $25 million or more in assets. His firm specializes in investment management, proactive tax planning, retirement income planning, estate and legacy strategies, and business succession planning.

Tony is also the architect of the Strategic Wealth Alpha GPS™ process, a framework designed to align financial decisions with a client’s values, relationships, and life stages. Across his books, venture and exit-planning experience, and advisory practice, his mission is simple: to demystify complex financial topics and empower investors to protect and grow their wealth with purpose, confidence, and a clear understanding of how every decision fits into the bigger story of their life.