Private Wealth Management · Naples & Fort Myers

Timeless Wealth Strategies
for a Prosperous Future

Alfie Tounjian and the team at Advantage Wealth Partners offer tailored financial plans for discerning investors in Naples, Fort Myers and the entire Southwest Florida region.

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Our Mission

Embrace a Life of Abundance

Our mission is to empower individuals and families grow and maintain their wealth. Through a collaborative process of listening and learning, we offer personalized financial guidance that aligns with your unique goals and aspirations.

From our decades of experience with income and investment planning to strategic alliances with CPAs, estate planners and even travel concierges, we offer a comprehensive approach to help ensure your wealth works for you today and for generations to come. Our goal is to help you enjoy the fruits of your wealth without worrying about losing it.

A happy couple enjoying a sunset boat outing
A palm-lined Southwest Florida beach
Our goal is to help you enjoy the fruits of your wealth without worrying about losing it.
Advantage Wealth Partners
Making Waves in Retirement, a book by Alfie Tounjian

Free Resource

“Making Waves in Retirement” Book

Much like navigating the deep blue seas, preparing to live your best retirement life requires unique skills and experience. Grab your FREE copy of Alfie Tounjian’s new book, “Making Waves in Retirement,” to see how a retirement planner can help guide you through market volatility, taxes, legacy preservation and much more — just like a captain negotiates choppy waters and difficult conditions.

On the Air

Advice and Information for Your Wealth

“Saving the Investor” with Alfie Tounjian brings you weekly insights into market behavior as well as advice for investors. You can also hear Alfie’s daily market updates at noon and 4:30 p.m. during the Sean Hannity Show on 92.5 FM Fox News Radio.

Saving the Investor Show Times

Radio

9 a.m. Saturdays
WFSX 92.5/WINK 1240 AM

TV

11 a.m. Sundays
NBC2

Alfie Tounjian recording the Saving the Investor radio show

Instant Access

Get Your Free Copy

Fill out the form below to receive access to this book!

Want to Learn More?

Schedule a no-pressure, 15-minute call now!