Building for the Future, Enjoying the Present
Who We Are
Advanced Wealth Management is a family-owned and operated firm that has been dedicated to excellence in wealth management and financial planning for over 30 years. Our mission is simple: to help people make even better decisions with their money. We understand that this means different things to different people, as we all have unique financial goals, concerns, and resources. By helping our clients coordinate the various moving pieces of their financial life, we help to ensure that all decisions, large and small, are made with an eye towards their overall financial health.
Our Team
Our team is comprised of individuals with deep roots in the Portland community, with a diverse range of experience, education, and backgrounds. We are a family-owned business, but one with extensive experience, education, and diversified backgrounds. Most importantly, we are passionate about improving the lives of our clients, partners, and communities in every way we can, always building for the future while enjoying the present.
What We Do
We craft customized strategies for each client based on their unique goals and circumstances. We help different people in different ways, as no two individuals or families have the exact same financial planning needs. We use the financial planning process as we consider our clients' holistic financial health. Our approach is centered around understanding each client's goals, risk tolerance, and financial situation to provide personalized guidance and solutions.
Our Services
Our services include:
- Comprehensive financial planning to help clients achieve their financial goals
- Investment management to grow and protect our clients' wealth
- Retirement planning to ensure a secure financial future
- Estate planning to ensure the efficient transfer of wealth
- Tax planning to minimize tax liabilities
- Risk management to protect against unexpected events
Our Mission
At Advanced Wealth Management, our mission is to help people make even better decisions with their money. We strive to deliver excellence in financial planning and wealth management through our values of family, stewardship, community, excellence, and inclusion. We believe that by working together, building strong relationships, and providing exceptional service, we can help our clients achieve their financial goals and enjoy a more secure financial future.
Our History
Advanced Wealth Management was founded by Bob and Dorothy Haley, who began their work in the financial services world in 1982 and 1984, respectively. Through many market cycles, different companies, and partners, Bob and Dorothy built AWM from the ground up. After a long and very successful career, they decided to officially retire in 2024, having mentored and trained Ted and Lindsey to take the reins of the family business.
Our Commitment
We are committed to building long-term relationships with our clients and partners. We believe in the importance of transparency, integrity, and trust. We are fiercely independent and committed to working for our clients, not for Wall Street or a large corporation. We serve a wide variety of individuals and organizations and use the financial planning process to help them define, realize, and protect their financial goals.
Satisfaction with AWM's Services
Long-term Satisfaction
Both reviewers have been working with AWM for 15-18 years and have been very satisfied with their services. They praise AWM's professionalism, knowledge, and attention to their needs.
Personalized Approach
AWM's approach is tailored to each client's needs, with regular portfolio reviews and analysis of investment opportunities. They prioritize the client's best interest, working within their time horizon.
Holistic Financial Planning
AWM's services go beyond investing, also covering asset protection and estate planning. The reviewers appreciate this comprehensive approach to managing their finances.
Be the first to review Commonwealth Financial Group.
Write a Review
