Individual Wealth Management

Personal Financial Advisory

Connect with a CERTIFIED FINANCIAL PLANNER™ (CFP®) to explore the financial topics you are most interested in learning about.

  • Review your total financial picture
  • Provide financial advice and create a personalized financial planning report
  • Answer questions about finances and investments
  • Revise personalized recommendations as needed throughout the year

With our goal-based planning, financial planning reports don’t become outdated as your assets change. Any recommendations shared are unbiased—our advisors don’t receive commissions based on the products or services recommended.

READ OUR BROCHURE

 

Individual Asset Management

Regardless of how much you have saved, you deserve the option to invest in a personalized WellPlan® investment portfolio. Advanced Capital Group’s customized:

  • WellPlan® portfolios are investment options beyond your retirement plan
  • Complement Advanced Capital Group’s Personal Financial Advisory services
  • WellPlan® portfolios are created and monitored by Advanced Capital Group
  • Align with individual risk profiles and require a minimum investment of just $5,000
  • Provide automatic rebalancing and quarterly reporting

 

Municipal Bond Portfolios

A customized Municipal Bond Portfolio allows individual investors to enjoy the perks of institutional trading—including better pricing, service, reporting, strategy and analysis—while keeping the autonomy of a separately managed investment. Municipal Bond Portfolios allow more control over the composition of the holdings than a mutual fund.