About
Overview
Advanced Wealth Management, LLC
1990 Main St Ste 750
Sarasota, FL 34236-8000
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 7/2/2024
Years in Business: 13
Products and Services
Business Details
- Local BBB:
- BBB of West Florida
- BBB File Opened:
- 6/26/2014
- Business Started:
- 1/10/2012
- Business Incorporated:
- 1/10/2012
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Boutique Family Office™
- Business Management:
- Mr. Tony Gomes, President/CEO
Additional Contact Information
- Principal Contacts
- Mr. Tony Gomes, President/CEO
- Customer Contacts
- Mr. Tony Gomes, President/CEO
- Ms. Jami Gomes, Administrator
- Additional Websites
- boutiquefamilyofficecfo.c...
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of E065006 for this business, issued by Department of Financial Services. The expiration date of this license is 3/31/2026.
Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of L098946 for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
Additional Information
- Business Categories
- Investment Advisory Services, Tax Consultant, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Financial Consultants, Investment Management, Estate Planning and Management, Long Term Care Insurance, Annuities, Employee Benefit Plans, Employee Benefit Consultants
Latest Reviews
Pedro A
"We love our relationship with this firm and their team for the last 20 years. They have helped us through the markets *** and downs with the utmost professionalism and great care and service from the heart."
thomas g
"Advanced Wealth Management provides total client support with professional advice and is alwaysavailable to provide assistance and advice. The personal attention from Tony and Jami is such that I also consider them friends as well as financial advisors." ... Read full review
Anthony P
"I’ve been dealing with AWM for quite a few years now and am very satisfied with their handling of my accounts. Working with AWM is akin to working with a boutique organization in that the principles are readily available to work with you to understand your financial objectives, and follow up with planning that supports successful implementation." ... Read full review
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.