WEALTH MANAGEMENT | TAX ADVANTAGED STRATEGIES | ALTERNATIVE INVESTMENTS
WE FOCUS ON YOUR WEALTH, SO YOU CAN FOCUS ON YOUR LIFE
ADVANCED WEALTH STRATEGIES
Your central source for holistic financial wealth.
At Advanced Wealth Strategies, we understand that wealth is not defined by a product nor a transaction. We understand that financial worries often lead people to make investment decisions based on their emotions. Our purpose is to build trust and confidence, to allow you to take your emotions out of your investments and redirect them back into the things and people that matter to you most. Achieving true wealth means being able to enjoy time with people you love without concerning yourself with financial anxieties.
For 11 years, AWS has helped individuals, families, and businesses in the greater Charlotte and Lake Norman areas to navigate the ups and downs of the market, changing tax laws and more. Now that we have the flexibility of virtual meetings, we help service clients across many states throughout the US.
From retirement planning and tax-optimized investment management to 1031 investments, and corporate and family trustee services. AWS collaborates intimately with you to assess and integrate all aspects of your financial life into one, tailor-made comprehensive plan.
NO MATTER WHAT SITUATION YOU ARE CURRENTLY IN
YOU CAN BENEFIT FROM A SECOND OPINION
Do you have a written summary of your entire plan that includes a status of your current financial position, what you are trying to achieve, and the step-by-step process of your plan that is required for success? Maybe you’ve had an advisor for years but are unsure if your current plan is congruent with achieving your financial goals and aspirations. Or maybe you’ve been doing all the planning yourself, or you have never completed any real retirement planning other than funding your 401(k) when you were working.
No matter what situation you are currently in, you can benefit from getting a second opinion. Take your first step towards achieving holistic financial wealth by scheduling your no obligation, second opinion appointment.
SERVICE AREAS
We offer an extensive suite of services to help develop your unique cohesive & prudent strategy for your financial management.
WEALTH MANAGEMENT
Whether you’re planning for your future retirement or already retired and looking ahead to the well-being of future generations, we work closely with individuals and families to design and implement strategies to wisely manage wealth, so you can face your financial future with confidence and placidity.
TAX-ADVANTAGED STRATEGIES
We specialize in tax-advantaged income planning because we value protection and what ultimately goes into your pocket at the end of the day. This is not limited to just protecting yourself from risks of market downturns and recessions. It also means securing your assets from unnecessary taxation.
1031 EXCHANGES / DST
We offer turnkey solutions that take away the complexity typically associated with a 1031 exchange transaction, while also helping investors to avoid capital gains and minimize the tax impact of their real estate holdings to their heirs.
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PLAN WITH PURPOSE
PLAN WITH ADVANCED WEALTH STRATEGIES
We’ll explore your current situation and financial goals, and design a comprehensive, custom-tailored road map to support your specific needs and aspirations. Learn more in a complimentary, no-pressure 30-minute phone call with our office.
