Advanced Wealth Strategies™
Financial Services • 
Cornelius, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 19520 W Catawba Ave, Ste 313, Cornelius, North Carolina 28031, US |
| Phone number | +17047653653 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Services, Tax Planning, Retirement Planning, Life Insurance, Investment Management, Business Owner Planning, Real Estate Tax Planning, Tax Advantaged Investing |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Advanced Wealth Strategies™
Amelia Black
Director Of Operations & Client Services
Advanced Wealth Strategies™ Email Formats
Advanced Wealth Strategies™ uses 2 email formats. The most common is {first name} (e.g., john@planwithaws.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@planwithaws.com | 72.7% |
{first initial} | j@planwithaws.com | 27.3% |
About Advanced Wealth Strategies™
📚At Advanced Wealth Strategies™, we take an education first approach with our clients, wealth is not defined by a product nor transaction. 📕We understand that financial worries often lead people to make investment decisions based on their emotions. 📗Our purpose is to build trust and confidence, to allow you to take your emotions out of your investments and redirect them back into the things and people that matter to you most. 📘Achieving true financial wellness means being able to enjoy time with people you love without concerning yourself with financial anxieties. 📙For 10 years, AWS has helped individuals, families, businesses in the greater Charlotte, Lake Norman, and now over a dozen states in the continental U.S., navigate the ups and downs of the market, changing tax laws and more. 📖From retirement planning and tax-optimized investment management, to 1031 exchanges, and business and family financial planning. AWS collaborates intimately with you to assess and integrate all aspects of your financial life into one, tailor-made comprehensive and defined action plan. 🔖In retirement, it’s not your Worth but rather, your Income, that dictates your standard of living. Investment Advisory Services offered through Everstar Asset Management, LLC, a SEC Registered Investment Advisor. Advanced Wealth Strategies and Everstar Asset Management, LLC are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Advanced Wealth Strategies™ revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Advanced Wealth Strategies™ has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Advanced Wealth Strategies™ has never raised funding before.
Advanced Wealth Strategies™ Tech Stack
Discover the technologies and tools that power Advanced Wealth Strategies™'s digital infrastructure, from frameworks to analytics platforms.
Font scripts
JavaScript libraries
JavaScript libraries
Security
Ecommerce
Tag managers
Shipping carriers
JavaScript frameworks
Security
Miscellaneous
JavaScript libraries
United Kingdom
Australia
Spain
Denmark
Canada
PortugalFrequently asked questions
4.8
40,000 users
