Hello, my name is Tony Gomes, and I am the founder of Advanced Wealth Management. I want you to know that my firm has your best interest at heart. Our work ethic and beliefs are the culmination of years of overcoming adversities, and because of our journey, we place the wellbeing of our clients above all else.
To help you understand the environment in which you entrust your financial hopes, let me tell you a bit about myself and how I came to be here today.
I spent my childhood continuously moving among the Cape Verde Islands, with little to no supervision and gnawing hunger in my belly. At the age of nine, my journey to the United States was fraught with tension. I came from a fatherless background and was thrust into racial disparity, but I managed to come out on top through hard work and determination, despite the view of many that my heritage wouldn’t allow me to succeed. I went from a young boy on the streets of New Bedford with no grasp of the English language, to a successful marketing agent, with a Bachelor of Business Administration in Finance and Marketing through the University of Massachusetts and a Master’s of Business Administration from the University of Texas.
Tired of the long hours in the corporate world, marketing for brands such as Gatorade and Tropicana, it became evident that if I truly wanted to succeed and be the best father I could be to my children, I would need to rely on myself as I had throughout my childhood.I became a partner with a venture capital firm. One of the companies we funded, Inktomi, which Yahoo acquired in 2003 for an unbelievable sum, and then, after searching my soul on how best I could give back to my community, moved into the world of financial planning.
After many years of working with a company that didn’t have my clients’ best interest in mind, I started Advanced Wealth Management in Florida with a Family Office mentality, committed to helping potential retirees through a Holistic Retirement approach.
Our family office brings together a select group of professionals to coordinate all aspects of your financial affairs. This includes but is not limited to retirement income planning, wealth management, proactive tax planning, healthcare planning, comprehensive estate planning, charitable giving, and legacy planning. We assist business owners with growth planning, employee retention programs, and show them how to successfully transition into retirement via tax efficient exit strategies.
Our multi-disciplinary professional team, include wealth advisers, accountants, estate planning attorneys, healthcare and insurance planning experts. Many of our professionals have advanced degrees and a collective experience record of over 60 plus years. We’re fiduciaries to 100% of our clients, 100% of the time, and required by law to act in their best interests.
Our meticulous and holistic Retirement Roadmap planning process will dramatically clarify your life goals, and your path to achieving them. Your financial life is centralized and streamlined. Your outlook changes as you begin to feel a lot more relaxed and in control. Our clients tell us it’s a breath of fresh air having all their advisors so easily accessible, talking to each other and planning on their behalf.
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. This communication is intended for those residing in the State of Florida only.