Advanced Wealth Management Services – Your Life. Your Plan. Our Process.
At Advanced Wealth Management, we deliver an integrated, science-based wealth planning process through our exclusive Boutique Family Office™ model. Each component of your financial life is thoughtfully organized, coordinated, and optimized under one roof.
Whether you’re navigating a business exit, planning for retirement, or protecting generational wealth, our services are designed to give you confidence, clarity, and control.
Holistic Wealth Management
Everything connected. One plan. One purpose.
Our Boutique Family Office™ model integrates every aspect of your financial life— from income, investments, and taxes to healthcare and estate—into one cohesive roadmap. No silos. No confusion. Just one strategy built around you.
- Full coordination across tax, estate, investment, healthcare, and income
- Proactive SWAG Retirement Roadmap with quarterly/annual updates
- Strategic guidance from fiduciary advisors—not product salespeople
- Powered by My.BFOCFO.com for secure planning and collaboration
SWAG Retirement Roadmap
Retire once—and stay retired.
The SWAG Retirement Roadmap organizes your wealth into four phases— Income Now, Income Later, Growth, and Legacy—ensuring every dollar has a job, every risk is managed, and your future is never left to chance.
- Time-segmented retirement income planning
- Layered withdrawal strategies for taxes and inflation
- Integrated long-term care, RMD, and estate forecasting
Value-Driven Pricing
Transparent. All-in. Designed to serve you.
You shouldn’t have to pay extra for real planning. Our single fee includes everything— from retirement and tax planning to investment management and estate strategy. No products. No conflicts. Just real fiduciary guidance.
- One fee covers all services—no upsells or hidden layers
- Investment, tax, and estate planning bundled together
- No commissions or asset minimums
- Cost savings reinvested into your health, wealth, and legacy
Proactive Tax Planning
Lower your lifetime tax bill—not just this year’s.
We help you anticipate, reduce, and control taxes across retirement, income, estate, and investment planning. It’s not about tax prep—it’s about lifelong tax strategy built to preserve wealth and maximize opportunity.
- Roth conversion and bracket optimization modeling
- Capital gains, gifting, and RMD tax planning
- Integration with estate and Social Security timing
- Coordination with CPAs and tax pros
Healthcare & Long-Term Care Planning
Protect your independence—and your assets.
Healthcare costs are one of the biggest threats to your wealth. We plan for Medicare, IRMAA, long-term care, and even wellness and prevention—helping you extend your health span and your wealth span.
- Medicare cost modeling and IRMAA planning
- Long-term care strategy: insurance, hybrid, or self-fund
- Proactive health-focused budgeting and longevity guidance
- Vault-based storage for proxies, directives, policies, and checklists
Estate & Legacy Planning
Leave clarity. Not confusion.
We don’t just refer you to an attorney—we guide your estate strategy from values to documents to execution. From surviving spouse planning to trustee education, your legacy is built to last and evolve with life.
- Full coordination of wills, trusts, titling, and beneficiaries
- Six-step process aligned to your tax, legal, and family goals
- Secure Family Vault access for you, heirs, and professionals
- Surviving spouse focus to mitigate risk before it happens
Social Security Optimization
Get it right the first time—it’s a six-figure decision.
We don’t guess—we calculate. Using your real tax, income, and family data, we optimize your claiming strategy for maximum lifetime value. No worksheets. No boilerplate. Just precise, fiduciary advice.
- Claim timing strategy for couples and individuals
- Survivor benefit coordination and widow’s penalty reduction
- Divorce-related claiming rules when applicable
- Integrated with tax, Roth, and RMD planning
Asset Protection & Risk Management
Protect what you’ve earned. Insure what matters.
We use strategic insurance and legal structuring to guard your wealth against lawsuits, liabilities, and unknown risks—without sacrificing flexibility or growth.
- Insurance review (life, disability, LTC, liability, cyber)
- Strategic entity structuring: LLCs, FLPs, irrevocable trusts
- Coordination across legal, insurance, and investment teams
- All documents and risk structures stored in your secure vault
My.BFOCFO.com: Your Family’s Personal CFO Platform
Secure. Integrated. Tailored for Generational Wealth.
Welcome to a platform once reserved for the ultra-wealthy—now reimagined for your family. My.BFOCFO.com is your all-in-one digital command center to simplify, organize, and elevate your wealth management experience.
- See Everything Instantly: Track net worth, assets, and private equity in real-time.
- Secure Family Vault: Store & share estate, tax, and health documents safely.
- Collaborate Seamlessly: Bring family, CPAs, and advisors into one secure space.
- Plan the What-Ifs: Run simulations for taxes, retirement, and more.
- Learn in Context: Interactive SWAG™ checklists and guidance tools.
- Advisor-Connected: View and plan in sync with your fiduciary team.
Learn About the Types of Clients We Serve
We are on a mission to support individuals, professionals, and families in reaching their financial goals.
Book Your Right Fit Call
Speak with an advisor about how our process and services can benefit you on your path to Living Life By Heart.