Boutique Family Office is a company called Advanced Wealth Management, which is a Florida-based wealth management firm that offers boutique family office services to millionaires. They provide comprehensive retirement planning using their Strategic Wealth Alpha GPS process, which integrates financial advice, wealth management, legal estate counsel, and tax expertise to create a cohesive plan tailored to each client’s unique needs and goals.
The firm offers services such as retirement income planning, discretionary investment management through a partnership with Charles Schwab, and guidance on the financial and estate benefits of Florida residency. Their approach is centered on simplicity, cost-effectiveness, and aligning their clients’ investable assets with their financial objectives.
