The Belief
At Advantage Wealth Partners, we believe wealth is about more than numbers on a page. It is also about what the money is for: family, purpose and time well spent.
The Circle
Our Strategic Alliances
The Specialists
Some of that work calls for specialists. We maintain working relationships with an estate planning attorney, a corporate trustee, a CPA and a travel concierge, so the professionals around your plan work in concert rather than in isolation.
Your Choice
Each partner operates as an independent firm. You choose whether to engage them; when you do, we coordinate so the work of one never sits at odds with another.
Four specialities, one coordinated plan.
Estate Planning
Estate documents kept in line with your intentions.
Jonas Weatherbie, JD, LLM, is an estate planning attorney. Through our alliance, clients have access to educational workshops and to counsel on wills, trusts and estate structures, so the legal side of a legacy plan is drafted by an attorney and stays coordinated with the rest of the plan.
In Partnership With Jonas Weatherbie, JD, LLM Estate Planning Attorney
Lifestyle & Travel
Travel planned with the same care as the portfolio.
Jeff Lavender is a luxury travel concierge who helps clients plan the travel they have been meaning to do, whether a global adventure or a philanthropic journey. Travel is part of many retirement budgets; Jeff helps clients spend that part well.
In Partnership With Jeff Lavender Luxury Travel Concierge
Trust & Estate Services
Some trusts call for a corporate trustee.
Cumberland Trust is a corporate trustee providing fiduciary oversight and trust administration. Advantage Wealth Partners continues to manage the investments; Cumberland Trust administers the trust itself, and the two roles stay separate and coordinated.
In Partnership With Cumberland Trust Corporate Trustee
Tax & CPA Services
Tax work coordinated with the plan, not beside it.
David Gruber provides tax and CPA guidance. Withdrawal order, Roth conversions and charitable giving all carry tax consequences, so we coordinate with David to keep the tax work and the planning work in agreement, helping manage lifetime tax cost.
In Partnership With David Gruber Tax & CPA Guidance
The Introduction
The Right Specialist, at the Right Moment
When part of your plan calls for work beyond our walls, we make the introduction and stay at the table, so every piece of the work remains coordinated with the whole.
