Business Details
Your Trusted Partner for Financial Advisers Solutions
Advanced Wealth Management has been delivering excellence in wealth management and financial planning for over 30 years. Founded on the principles of family, stewardship, and community, we are a family-owned firm deeply rooted in Portland, serving clients nationwide. Our mission centers on empowering clients to make informed financial decisions tailored to their unique goals, resources, and concerns. We approach financial planning holistically, coordinating all aspects of clients' financial lives to ensure decisions align with their long-term objectives. Our team combines extensive experience, fiduciary responsibility, and a commitment to continuous learning, ensuring clients receive guidance grounded in the highest ethical standards.We prioritize confidentiality, personalized service, and sustainable practices while fostering financial equity and inclusion. Through strategic partnerships like our affiliation with Commonwealth Financial Network, we provide robust resources and innovative solutions. Our culture of curiosity drives constant improvement, enabling us to adapt to evolving market dynamics and client needs. With a focus on building generational wealth, we offer specialized services including investment management, tax coordination, and charitable planning. Our legacy of trust, built over decades, reflects our dedication to helping clients achieve financial security while actively contributing to the communities we serve.
Services
Investment Management
Debt Analysis
Financial Planning
Education Savings
Company Retirement Plans
Tax Coordination
Insurance Planning
Will & Trust Coordination
Charitable Planning
Highlights and features
- We operate as fiduciaries, prioritizing clients' best interests in all decisions.
- Our team combines 30+ years of experience with continuous professional development.
- We maintain a holistic approach to financial planning, addressing all aspects of clients' financial health.
- Our family-owned structure ensures independence from Wall Street influences.
- We emphasize sustainable investing and socially responsible financial strategies.
Services
Investment Management
We develop customized investment strategies aligned with clients' financial goals and risk tolerance. Our approach combines rigorous analysis, diversified asset allocation, and ongoing performance monitoring. By maintaining fiduciary responsibility, we ensure all investment decisions prioritize clients' long-term interests while adapting to market changes.
Financial Planning
Our comprehensive financial planning addresses cash flow management, retirement preparation, and wealth preservation. We coordinate all aspects of clients' financial lives to create cohesive strategies. Through regular reviews, we help clients stay on track toward achieving both immediate and long-term financial objectives.
Tax Coordination
We integrate tax-efficient strategies into overall financial plans to minimize liabilities. Our approach considers investment decisions, retirement distributions, and estate planning implications. By collaborating with clients' tax professionals, we optimize after-tax returns and ensure compliance with evolving tax regulations.
Charitable Planning
We help clients incorporate charitable giving into their financial plans while maximizing tax benefits. Our strategies include donor-advised funds, charitable trusts, and legacy giving options. This service enables clients to support causes they care about while aligning with their overall wealth management objectives.
Will & Trust Coordination
We collaborate with legal professionals to ensure estate plans reflect current wishes and legal requirements. Our service includes reviewing beneficiary designations, trust structures, and succession plans. This ensures seamless wealth transfer while minimizing probate complexities and tax implications.
People
Ted Haley
President, CFP, AIF
Ted Haley leads Advanced Wealth Management with over 25 years of financial planning experience. As a Certified Financial Planner and Accredited Investment Fiduciary, he specializes in creating comprehensive wealth strategies. Ted continues the family legacy established by his parents while driving innovation in client services.
Traci Nelson
Lead Advisor, CFP, AIF
Traci Nelson brings 18 years of expertise in financial planning and investment management. As Lead Advisor, she focuses on personalized client solutions while maintaining fiduciary standards. Her Accredited Investment Fiduciary designation ensures clients receive ethically sound investment advice tailored to their unique circumstances.
Lindsey Haley
Business Manager
Lindsey Haley oversees daily operations and client relations at Advanced Wealth Management. With a decade of experience in financial services, she ensures seamless service delivery while maintaining the firm's family-oriented values. Her leadership supports the team's commitment to exceptional client experiences.
Randon Arima
Registered Financial Analyst
Randon Arima provides analytical expertise for investment strategies and market research. With specialized knowledge in portfolio management, he supports advisors in developing data-driven financial solutions. His work ensures clients benefit from current market insights while maintaining long-term strategic focus.
Questions
What financial planning services do you offer?
We provide comprehensive services including investment management, tax coordination, estate planning, education savings, and charitable giving strategies tailored to individual client needs.
Are you legally required to act in my best interest?
Yes, we operate as fiduciaries, meaning we're legally obligated to prioritize your financial interests in all recommendations and decisions.
How do you personalize financial plans?
We consider your unique goals, risk tolerance, and life circumstances to create customized strategies that evolve with your changing needs and market conditions.
Can I access my accounts online?
Yes, our Investor360 platform provides 24/7 access to your complete financial picture, allowing real-time monitoring of investments and account activity.
Do you work with clients outside Portland?
While based in Portland, we serve clients nationwide through virtual consultations and digital tools that maintain personalized service regardless of location.
