Making Waves in Retirement
Discover how a skilled retirement planner can steer you through market swings, tax strategy, legacy planning and more.
High Net Worth
Planning for Substantial Wealth
Advantage Wealth Partners provides guidance for the questions that come with substantial wealth: retirement income, taxes, the estate, and how it all holds together.
How We Work
An Engagement, in Order
The work follows the same arc for every family, whatever the size of the balance sheet.
A Discovery Conversation
A scheduled call about where you are and where you would like to be. We listen more than we talk; the plan has to start from your facts, not ours.
Plan Construction
The plan is built across the five disciplines: income, investments, taxes, legacy and healthcare, with each decision made in concert with the others.
Implementation
The plan is put into effect: accounts positioned, elections made, and the work coordinated with your CPA and attorney where it calls for them.
Scheduled Reviews
The plan is reviewed on a schedule rather than on headlines, and adjusted as your circumstances change.
Complimentary Guides
Download our free retirement guides for insights to help keep you on track through tax questions, estate planning, charitable giving and more.
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Your Partners
The Team Behind the Plan
Alfie Tounjian and the team at Advantage Wealth Partners are dedicated to helping you not only build wealth but enjoy it as well. They know how hard you’ve worked for what you have, and you deserve to enjoy the rewards of that hard work.
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