Advantage Wealth Management

9078 Merritt Ln. Ste. C, Daphne, AL 36526 ~ 888-621-4989 ~ 251-621-4901 ~ Fax 251-621-4933

 

We guide our clients toward their financial objectives through a relationship built on trust and commitment. Our long term perspective allows us to plan for future financial events.  We have a comprehensive financial planning practice that enables us to help our clients.

 

  • Retirement Planning
  • Investment Mangement
  • Cash Flow Planning
  • Business Planning
  • Estate Planning
  • Tax Preparation and Planning
  • Bookkeeping
  • Accounting Services
  • Insurance Needs

 


Our mission is to provide excellent service to guide our clients to meet their financial goals. 

 

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.