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  • Our Firm
  • Team
    • Tony Gomes
    • Bradley Peterson
    • Trae Gomes
    • Brad Magee
  • Services
  • Events
  • Contact Us
       
logologo
  • Our Firm
  • Team
    • Tony Gomes
    • Bradley Peterson
    • Trae Gomes
    • Brad Magee
  • Services
  • Events
  • Contact Us
  • Our Firm
  • Team
    • Tony Gomes
    • Bradley Peterson
    • Trae Gomes
    • Brad Magee
  • Services
  • Events
  • Contact Us
  • ARE YOU READY FOR RETIREMENT?
    click here for our complimentary retirement video

The AWM Financial Process

At AWM Financial, we offer a wide range of financial planning and wealth management services focused on individuals who are in or nearing retirement age. We pride ourselves on developing thorough,

written retirement plans and micromanaging every aspect of your retirement, so that you can rest easy, knowing that your assets are protected and you will have enough money to last the rest of your life.

Advanced Retirement Steps

With our years of combine experience, we pride ourselves on transforming your financial life.

INCOME PLANNING 20%
INVESTMENT PLANNING 40%
TAX PLANNING 60%
HEALTHCARE PLANNING 80%
LEGACY PLANNING 100%

Contact Us with Any Questions

CONTACT US

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Watch Our Full Training Video

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Free Resources

We offer our clients fresh perspectives and breakthrough business insights.

Retirement Roadmap

Download this free retirement roadmap guide! Recent Case Studies

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The Social Security Decisions

Download this free guide for tips! Recent Case Studies

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Outline Your Wishes with an Estate Plan

Download this free guide for your estate planning! Recent Case Studies

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Are You Paying Too Much?

Download this free guide to find out! Recent Case Studies

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Advanced Wealth Managenet – meticulous wealth management is a beautiful thing.

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Team

  • Tony Gomes
  • Bradley Peterson
  • Trae Gomes
  • Brad Magee

Head Office

2520 Tamiami Trail N.

Nokomis, FL 34275

Email: info@awmfl.com

Phone: 941.451.8512

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Nokomis, Florida. Investment advisory services offered on a fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.