Unlock your financial aspirations and secure enduring prosperity with Physicia Wealth Management Solutions.
Advanced Wealth Management was established with a vision to craft an exclusive, boutique-style multi-family office and premier investment firm, tailored specifically to cater to the diverse needs of high-profile individuals—be it professional athletes, entertainers, or entrepreneurs—across their entire wealth journey. Our holistic financial planning approach empowers clients to cultivate and preserve generational wealth through every life stage.
Advanced Wealth Management has continually broadened its scope, offering a comprehensive array of family office solutions and a dynamic investment platform. Our unwavering commitment remains: fostering financial literacy and ensuring security for our esteemed clients.
Strategies specifically tailored for Physicians, we delve into the intricacies of your financial landscape. Your Personal CFO orchestrates a bespoke Active Wealth strategy, aligning with your unique professional and financial aspirations, ensuring a tailored approach to secure and enhance your financial legacy.
Despite high earnings, physicians often contend with delayed income starts and student debt, making early, strategic financial planning essential. The ever-evolving healthcare industry also demands a flexible, robust financial strategy to safeguard wealth amidst changing regulations and uncertain reimbursement models.
As guardians of your financial well-being, we elevate your interests above all else. Our mission is to exceed expectations, simplify intricacies, and engineer legacies designed to transcend generations. Our practice extends beyond asset management—it’s about nurturing a legacy woven with your aspirations and cherished connections. We champion a comprehensive financial strategy that stands against the dominance of major banks and Wall Street elites. Knowledge Empowers! With an enlightened approach, we safeguard your wealth from the undue pressures of financial hierarchy, ensuring a thriving legacy for you and your loved ones.
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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