5 /5 Greyhawke: I consider finding Aleia and her associates at Advanced Wealth Strategies one of the greatest blessings of my life, at a time when I needed that blessing the most. Finding myself single again after a 36 year marriage to an investment banker who made all the financial decisions (not a complaint, just a statement of fact); my finances were complicated and I had a lot to get sorted out along with establishing a new home and a new life.
Over the last 8 years Aleia has helped me with everything as she and her staff provide much much more than just the management of your investments. She helped me identify my budgetary needs, helped me identify a long-term & SUSTAINABLE financial plan, helped me get my estate planning done, helped me establish solid identity theft protection and precautions, been available and advised me on any new financial decisions, and has referred me to numerous other business contacts and working professionals who all turned out to hold themselves to the same high professional standards as she holds herself to. There is more, and I could write a novella about it, but I think this suffices to get my point across.
Most importantly, Aleia has made sure to answer all my questions and educate me along the way - so I can honestly say that I understand, and know more, about my personal finances from what I have learned from her in the past 8 years than I learned in the previous 36 years being married to someone else in the industry.
Aleia (and her staff at Advanced Wealth Strategies) provide the peace-of-mind that can only come from having a solid financial plan and knowing that they are there to help keep you on course. Bottom line, you get what you pay for, and Aleia/Advance Wealth Strategies are worth every penny.
Dave Savoie
