About Us

Advantage Wealth Management was established in 2016, boasting 26 years of industry experience. Ron and Chris made the decision to transition to an independent firm affiliated with Cetera Advisor Networks to enhance service for our clients. Shifting Advantage Wealth Management independent enables us to offer customized financial plans, unbiased product selections, and continued robust industry backing from Cetera.

WHAT WE DO

We provide comprehensive planning, giving you confidence in all components of your financial journey.

Financial Position - Current cash flow, savings and net worth analysis
Risk Management - To include life, health, disability, long term care and other insurances deemed necessary
Wealth Management- Investment and planning strategy
Tax Planning - Keeping more of what you’ve earned
Retirement Planning - Meeting your income needs in retirement
Estate Planning - Passing your assets while reducing taxes

OUR PROCESS

Following the 7-step financial planning process, we help clients discover and set their financial goals. Analyze and develop personalized financial plans. Present our findings, before implementing the plan. Then, we continuously monitor and revise the personalized plans as needed.

Building relationships and financial achievement!