About Us
Supporting Your Life of Abundance
At Advantage Wealth Partners, we believe wealth is about more than numbers on a page it’s about fulfillment, purpose and joy.
To help you achieve this holistic vision, we have cultivated a network of elite professionals. These trusted partners bring specialized knowledge to your financial journey, so your finances are aligned with your goals.
Each of our partners operates as an independent firm, giving you the freedom of choice while providing access to premier guidance. This collaborative approach ensures your plan is both comprehensive and perfectly tailored to you.
Estate Planning
Jonas Weatherbie JD, LLM is a distinguished estate planning attorney who transforms complex legal structures into clear, actionable strategies. Through our collaboration, you gain access to educational workshops and personalized guidance, ensuring your wealth is protected and your vision for a lasting legacy is realized.
Lifestyle & Travel
Jeff Lavender, a premier luxury travel concierge, helps our clients translate their financial success into extraordinary life experiences. Whether it’s a custom-tailored global adventure or a meaningful philanthropic journey, Jeff integrates your passions into your financial plan, helping you live a life rich with experiences.
Trust & Estate Services
Cumberland Trust is a corporate trustee, delivering exceptional fiduciary oversight and trust management. While Advantage Wealth Partners continues to manage your investments, Cumberland Trust helps ensure your trusts are administered with precision and integrity, preserving your wealth for years to come.
Tax & CPA Services
David Gruber provides advanced tax guidance designed to optimize your financial outcomes and enhance your wealth. Working in concert, we create a seamless strategy that integrates tax efficiency with your investment, retirement and estate plans, building a solid foundation for lasting prosperity.
Through our extended professional network, Advantage Wealth Partners connects you to the expertise needed to build a life and legacy that truly reflects your vision of abundance.
