We'll lead you through a process so thorough, so illuminating and so liberating, you'll think to yourself, "Why didn't I do this 10 years ago?" Meet the professionals who can help you pursue your goals. We help individuals and families pursue their ideal retirements. Our holistic process navigating your way from here to serenity.
Our process is rigorous and comprehensive in its scope. Its benefits are substantial and holistic in nature. Unlike other firms, we do a vast amount of work for you before we're officially engaged and charging for our services. Our holistic Advanced Retirement Strategies process is designed to address the five key strategic components we believe are essential to achieving a successful retirement.
Our process is rigorous and comprehensive in its scope. Its benefits are substantial and holistic in nature. Unlike other firms, we do a vast amount of work for you before we're officially engaged and charging for our services. Our holistic Advanced Retirement Strategies process is designed to address the five key strategic components we believe are essential to achieving a successful retirement.
Services
We bring each client a combination of deep industry knowledge and expert perspectives from other industries on the challenge at stake, to offer our clients fresh perspectives and breakthrough business insights. With our years of combined experience, we pride ourselves on transforming your financial life, and in the process, easing the day-to-day stresses that can occur when you do not have a rigorously tested plan in place.
As an independent wealth advisor, Brad Peterson is not limited to what products he can offer. Advanced Wealth Management calls this unique planning process the Retirement Roadmap. Brad realizes the importance of using all the available tools and strategies to help create the best possible retirement plan for his clients' individual needs.
Trae is our clients' first contact in our office. He joined the firm in 2005 and has a strong background in customer service and project management. He has enjoyed working with companies such as Raymond James Financial Services, Fidelity and now Charles Schwab. Born in Providence, Rhode Island, Trae then ventured to Massachusetts, Texas and Illinois, finally landing in beautiful Sarasota, Florida, at the age of 7.
Igrew up in suburban Cleveland, Ohio. On a visit to Lido Beach in my mid-teens, I established my life goals of working hard in college and to pursue a professional career in Sarasota. In 1991, I launched my private legal career at the largest law firm in Sarasota. Since 1991, I have hosted my parents, and now my Mom, during the winter season, and now help Mom to live a healthy and happy life every day.
