Advanced Wealth Management

Oct 2020

My wife and I have been working with AWM over 18 years and have been very satisfied with their professionalism, knowledge, and attention to our household's needs. There is never any pressure to buy or sell anything, and they review our portfolio/holdings with us at least annually or more often when requested. They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opportunity.All the staff are great to work with. But, be sure they fit your investing philosophy; AWM isn't a "buy this...read full review

Oct 2019

I've been working with AWM for the past 15 years. They really look at my finances in a holistic point of view. It's not just about investing in one stock, it's also about protecting my assets, recommending estate planning. The whole team is just wonderful group of people.