Build. Achieve. Preserve.
Who We Are
Advanced Wealth Advisors is a team of experienced financial planning and wealth management professionals based in Naples and Fort Myers, Florida. We partner with clients to create customized financial plans that address their unique goals and concerns. Our mission is to empower you to confidently navigate your financial life by providing personalized guidance and support.
How We Are Different
At Advanced Wealth Advisors, we prioritize open communication and transparency. We take the time to listen to your concerns, understand your goals, and create a plan that works for you. Our team of experienced financial advisors work as fiduciaries, which means we are legally bound to act in your best interest and always prioritize your needs.
Our Services
Our comprehensive financial planning and wealth management services include:
Financial Planning
- Developing a comprehensive financial roadmap that aligns with your goals and circumstances
- Addressing all aspects of your financial life, including investments, retirement planning, insurance, estate planning, and tax optimization
- Regularly reviewing and updating your plan to ensure it remains effective over time
Wealth Management
- Tailored investment strategies based on your individual goals and risk tolerance
- Ongoing portfolio monitoring and rebalancing
- Regular reporting and communication
Retirement Planning
- Maximizing your retirement accounts
- Developing an income strategy for your golden years
- Addressing future inflation and market volatility
Investment Management
- Professional portfolio management by a fiduciary investment advisor
- Diversified approach to minimize risk and maximize returns
- Regular review and adjustment of your portfolio to ensure it aligns with your evolving goals and circumstances
Additional Expertise
- Insurance planning
- Estate planning
- Tax optimization strategies
- Financial education and guidance
Our Commitment
Advanced Wealth Advisors is committed to building lasting relationships with our clients. We are dedicated to providing personalized service, clear communication, and proactive guidance throughout your financial journey. We consider it an honor to partner with you to achieve your financial goals and ensure your financial security.
Overall Experiences
The reviews for Advanced Wealth Advisors are overwhelmingly positive, with all authors giving 5-star ratings. Reviewers praise the team, led by Soren Christensen, for their professionalism, responsiveness, and ability to provide personalized financial guidance. Clients appreciate the team's expertise, honesty, and willingness to take the time to understand their unique situations and goals.
Trust and Credibility
Reviewers praise Soren and his team for being trustworthy and credible. One reviewer mentions that Soren is honest and truly cares about people, while another notes that he is one of the best financial advisors they have ever worked with.
Personalized Service
Several reviewers highlight the team's ability to provide personalized service, with one reviewer mentioning that Soren takes the time to understand their personal situation and life goals. Another reviewer notes that the team works with them to build a plan that supports their goals.
Expertise and Knowledge
Reviewers praise the team for their expertise and knowledge in the field of finance. One reviewer mentions that Soren is smart and responsive, and another notes that he has given them valuable perspective on their investments.
Conclusion
The reviews suggest that Advanced Wealth Advisors are a top-notch financial planning firm, with a team that is professional, responsive, and knowledgeable. Reviewers praise the team for their expertise, honesty, and personalized service, and would highly recommend them to others.
