Advanced Equities Wealth Management

Integrated Financial Planning

Tired of working with faceless financial institutions or piecing together programs from a variety of bankers, brokers and insurance agents all by yourself? Integrate your financial affairs and you may be able to optimize your results.

Using “off-the-shelf” products and services can result in conflicting objectives, disrupting your ability to reach critical milestones. An integrated financial plan, however, brings together the most important components of your economic lifecycle and sets them in motion in unison. By following a well-balanced strategy that involves tax status optimization, pension planning, risk management, portfolio design and asset protection, you may be able to most efficiently meet your needs and objectives.

And, by utilizing a financial advisor with the capabilities to function as your single point of contact, you may be able to save valuable time and maximize hard-earned dollars, potentially achieving your goals sooner and with less risk.

That’s where Advanced Equities Wealth Management comes in...

Mission

Advanced Equities Wealth Management is focused on a single mission: to guide you to financial independence. We define financial independence as the point when your savings (and income from savings) will afford your needs throughout your life expectancy. Meaning, your Advanced Equities Wealth Management integrated wealth management program strives to supply you with a dollar amount equal to your monthly income for the rest of your life, so your career becomes an option rather than a requirement.

Our planning process begins with a thorough analysis of your current economic state and short- and long-term goals. Existing inefficiencies are identified through a comparison between your structure and an ideal planning protocol developed during more than three decades of ongoing financial research with thousands of high-income professionals. Then, we match your needs and objectives with what we believe to be the industry’s best products, programs and services, and we do it all inside of a detailed, written financial plan. The plan is designed to be a “living” document, which will be monitored and modified over time to keep pace with your evolving income, lifestyle expenses and overall financial goals.

Our Planning Platform, Past and Present

Advanced Equities Wealth Management’s (AEWM) methodology was developed over more than three decades utilizing the Greenbook Financial Services planning protocol to meet the financial objectives of doctors. With an understanding of the unique earning, spending and savings patterns of physicians and dentists across different specialties and age groups, Greenbook was able to design integrated financial plans customized to each client’s individual needs.

Today, the Greenbook planning protocol continues to serve doctors, while Advanced Equities Wealth Management now makes a similar set of products, programs and services available to high-income professionals and business owners across a variety of industries and vertical markets.

Advanced Equities Wealth Management works hard to mitigate threats to your income and investments, and possible exposure to creditors and frivolous lawsuits. AEWM also helps clients recognize the tax implications of their entire portfolio, and select the most effective pension and business structures.

Key to the Advanced Equities Wealth Management approach is the delivery and management of all programs and services through a single point of contact: your local Advanced Equities Wealth Management Financial Advisor. AEWM Advisors are focused on one objective: leading clients to financial independence, the point in your life when your savings (and income from savings) afford your lifestyle needs throughout your life expectancy.

The Advanced Equities Family of Companies

Advanced Equities Financial Corp. has the scope of services to address the needs of institutional investors, business owners and other high-net-worth professionals, as well as the doctor market, with a broad range of new products and services. Advanced Equities is a leading provider of investment management, securities brokerage and investment banking services.

Other significant subsidiaries of AEFC include:

• First Allied Securities, Inc. - First Allied Securities, Inc. was founded in 1994 as a privately held company with a vision of providing independent financial consultants with cutting-edge technology, innovative products, and superior service. Their goal has always been to partner with those financial consultants who represent the best in the industry and now, with about 500 advisors and 190 branches throughout the United States, First Allied is fast becoming recognized as the premier broker/dealer for successful, high-producing independent financial consultants.
• Advanced Equities Asset Management, Inc. - The Advanced Equities Asset Management division's balanced planning platform includes a variety of investment programs that seek to maximize your return while mitigating risk to your retirement savings. AEAM follows a Nobel Prize-winning asset allocation methodology that strategically and systematically diversifies your portfolio. And now, the investment management team takes the concept of Modern Portfolio Theory (MPT) a step further, adding a level of active management.
• First Advisors, Inc. - First Advisors is an SEC registered investment advisor, with nearly $1 billion in assets under management. First Advisors' flexible fee-based asset management platform offers advisors a platform that incorporates fee-based asset management services on traditional securities (funds, individual securities, etc.), but also includes variable insurance products under a turnkey management platform. First Advisors also offers comprehensive financial planning software tools, in addition to more than a dozen needs-based financial modules that can be used individually.