At Advanced Wealth Management, we understand that change and obstacles are a fact of life, especially during retirement years. Prepare for the unknown so that you can enjoy Life Integrated Financial Freedom during your retirement and focus on the things that truly matter.
A Complimentary 4-Step Process to Evaluate, Plan, and Secure Your Financial Future with Our SWAG™ Retirement Roadmap
Aged 50+ and preparing for retirement.
Have $1 million+ in investable assets.
Want expert guidance on taxes, income, investments, and legacy planning.
Purpose:
“To ensure alignment with your Retirement Confidence Scorecard™ results and our financial services.”
What We’ll Cover:
Outcome:
Proceed to the Discovery Meeting if there’s a mutual fit, or receive insights and recommendations regardless.
Purpose:
To assess your financial landscape and identify key priorities.
What We’ll Cover:
Outcome:
Gain clarity on your financial priorities and establish a foundation for actionable strategies.
Purpose:
To present strategies tailored to your priorities.
What We’ll Cover:
Outcome:
Choose a Wealth Management Agreement or select a one-time SWAG™ Retirement Roadmap Service.
Purpose:
A customized, satisfaction-guaranteed financial plan for one-time engagements.
What You’ll Receive:
Fee Structure:
A detailed breakdown of your financial readiness and insights for improvement.
After completing the Retirement Success Assessment, you’ll receive a SWAG™ Retirement Roadmap outlining actionable insights tailored to your situation. If you choose to continue, this roadmap serves as the foundation for an ongoing wealth management relationship through our Boutique Family Office model.
The Retirement Success Assessment is complimentary, with transparent pricing for ongoing services. Choose between a flat fee or percentage-based model, depending on your preferences and needs.
You can opt for our one-time SWAG™ Retirement Roadmap Services.
Fiduciary Excellence. Proven Results
Our service model ensures that every client receives comprehensive attention and customized solutions:
We specialize exclusively in retirement and tax planning for clients aged 50+ with $1M+ in investable assets.
We onboard only one new client per month to deliver unparalleled service and attention.
Work with our entire team to ensure no detail is overlooked.
Our proprietary SWAG™ Retirement Roadmap integrates tax planning, investment strategies, and legacy planning for peace of mind.
Gain access to our SWAG™ Vault, featuring tools, templates, and educational guides to simplify financial decision-making.
Empowering Your Financial Decisions The SWAG™ Vault offers a curated selection of tools and resources to streamline your financial planning:
Our clients value our comprehensive, client-focused approach because they want to:
Turn their nest egg into a reliable, tax-efficient retirement paycheck.
Proactively plan to minimize taxes and protect their wealth.
Enhance portfolio performance while reducing risks.
Spend more time enjoying life without worrying about finances.
Secure their family’s financial legacy with trusted guidance.
Access exclusive planning tools and resources for smarter decision-making.
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© 2025Boutique Family office All Rights Reserved.
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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