Got SWAG™?
Embarking on the journey of wealth management and legacy creation, especially for high-net-worth clients, is
like navigating a complex yet exhilarating landscape. Each decision isnt just a financial transaction but a brushstroke on the grand canvas of legacy. Our trademarked SWAG (Strategic Wealth Alpha GPS™) Planning
Process serves as the compass, guiding clients through today’s intricacies to craft a roadmap for a flourishing
legacy that spans generations.
We are laser-focused on continuously improving SWAG by providing customized investment solutions, private
investing opportunities, and robust tax management. The “Alpha” in SWAG refers to an investment strategy
ability to outperform the market, or its “edge” as defined by Investopedia. We believe the pursuit of maximum
alpha extends beyond investments. Studies by Vanguard and Russell Investments reveal that comprehensive
financial planning can add up to 5.2% more value annually, well beyond investment-only advice. Our SWAG
process seeks alpha by maximizing value from each of the seven core components of our holistic financial
plans:
• Retirement income and distribution management
• Social Security planning and optimization
• Proactive tax management
• Investment and wealth management
• Health care and long-term care planning
• Insurance strategies and asset protection
• Comprehensive estate and legacy planning
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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