We at Advanced Wealth Management believe that we are all in the business of life by HEART and should be measured not only by our achievements, but by the path we take to get there.
Your best interests come first – always
Fact-based and unbiased retirement education
Honest and sincere commitment to you
Compassionate and empathetic service
An enjoyable and fun process
As you prepare to say goodbye to the daily grind, you’re not just thinking about making your money last. You’re looking for a foolproof plan to achieve your life goals, whether that’s globe-trotting or leaving a meaningful legacy. You can almost hear the clinks of celebratory glasses at your farewell party, feel the weight of that hard-earned gold watch. It’s not merely about financial survival; it’s about thriving in a new chapter filled with endless possibilities.
You’ve already clocked out of the 9-to-5, but now you’re clocking into maximizing your wealth’s potential. You’re keen on building a solid estate and roaming the world, all while keeping your income stream flowing smoothly. It’s not just about maintaining what you’ve built; it’s about enriching this chapter of your life with new experiences and lasting legacies.
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To educate you about Holistic Retirement Planning Strategies
To empower you to make informed decisions to optimize your retirement goals
To foster clarity and peace of mind
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.
I spent my childhood continuously moving among the Cape Verde Islands, with little to no supervision and gnawing hunger in my belly. At the age of nine, my journey to the United States was fraught with tension. I came from a fatherless background and was thrust into racial disparity, but I managed to come out on top through hard work and determination, despite the view of many that my heritage wouldn’t allow me to succeed. I went from a young boy on the streets of New Bedford with no grasp of the English language, to a successful marketing agent, with a Bachelor of Business Administration in Finance and Marketing through the University of Massachusetts and a Master’s of Business Administration from the University of Texas.
Tired of the long hours in the corporate world, marketing for brands such as Gatorade and Tropicana, it became evident that if I truly wanted to succeed and be the best father I could be to my children, I would need to rely on myself as I had throughout my childhood.I became a partner with a venture capital firm. One of the companies we funded, Inktomi, which Yahoo acquired in 2003 for an unbelievable sum, and then, after searching my soul on how best I could give back to my community, moved into the world of financial planning.
After many years of working with a company that didn’t have my clients’ best interest in mind, I started Advanced Wealth Management in Florida with a Family Office mentality, committed to helping potential retirees through a Holistic Retirement approach.
I don’t tell you this for sympathy, but instead to exemplify why our clients are so important to us. The life lessons I have learned, from self-affirmations to hard work, helped me navigate with the mantra:
I’ve held on to that belief throughout my life.
I am very proud of what we have developed and how our process and services have benefited our clients in so many ways.
It’s my hope that you, too, can benefit from the life lessons I’ve learned and become a part of our business of life by heart.
Author Tony Gomes
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).
You can access a copy via Amazon here. Tony thanks all those who provided such great reviews about their experiences with us. You too can assist us by providing a review here.
Tony was interviewed by DotCom Magazine about his book which can be seen here. This interview garnered great coverage on these platforms:
1990 Main Street,Suite 750 Sarasota, FL 34236
service@awmfl.com 888-778-5044
At Advanced Wealth Management, we go beyond traditional financial services to offer you a comprehensive and tailored approach to managing your investable assets. We understand that your financial well-being is a top priority, and we’re here to provide you with the best-in-class investment management.Our commitment to your financial success includes ongoing discretionary management of your investable assets. We’ve partnered with Charles Schwab to ensure that your assets are held securely and professionally. Our investment strategy is built on simplicity, cost-effectiveness, and alignment with your unique financial goals.Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Sarasota, Florida. Investment advisory services offered on a negotiated flat fee amount annually or fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated. These materials have been independently produced by Advanced Wealth Management, LLC (“AWM”). AWM is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”), Schwab is a registered broker-dealer and member SIPC.
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