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Our 10 Commandments:
Fiduciary Duty Principles™

Our Fiduciary Duty Principles™

  1. Client’s Interests First: We pledge to place your best interests at the forefront, acting with undivided loyalty and utmost good faith.
  2. Professional Prudence: Exercising professional skill, care, diligence, and good judgment is our norm in serving you better.
  3. Transparent Communication: We ensure a culture of honesty, providing full disclosure of material facts so you’re always well-informed.
  4. Conflict of Interest Avoidance: Our operations are structured to avoid conflicts of interest, and we fully disclose any potential conflicts that may arise.
  5. Holistic Wealth Planning: Comprehensive wealth planning coupled with a strive for continuous improvement encapsulates our service ethos.
  6. No Commission Basis: We abstain from earning commissions on investment recommendations, thus eliminating undue influences on our advice.
  7. Transparent Portfolio Management: A clear lens on all portfolios and investments is provided, embodying transparency.
  8. Independence: Our independence from external financial entities is a pillar that ensures unbiased and unadulterated advice.
  9. No Proprietary Products: We steer clear of creating or selling proprietary products, keeping our advice genuine and in your best interest.
  10. No Physical Custody: We uphold a clear demarcation of roles by not holding or possessing any securities, monies, or client assets.


At Advanced Wealth Management (AWM), we adhere to a set of core values encapsulated in our Fiduciary Duty Principles™, which are akin to our Ten Commandments in serving our esteemed clients. Unlike the routine practices observed in large Wall Street entities and broker-dealers, our allegiance is unswervingly towards prioritizing your interests. Our approach is transparent, dedicated, and rooted in the highest standards of fiduciary duty.


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1990 Main Street,Suite 750 Sarasota, FL 34236
service@awmfl.com      888-778-5044

 

Our Accreditations

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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