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Advanced Wealth Management - HOME

We are an independent financial firm that has been helping individuals and organizations define, monitor and pursue their long-term financial goals since 1989.

http://www.advwealth.com/

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Advanced Asset Management, Inc.

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Advanced Asset Management, Inc.

Robert Haley

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bo●@advwealth.com

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Advanced Wealth Management - HOME | advwealth.com Reviews

https://advwealth.com

We are an independent financial firm that has been helping individuals and organizations define, monitor and pursue their long-term financial goals since 1989.

INTERNAL PAGES

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1

Advanced Wealth Management - Bob in the Media

http://www.advwealth.com/Bob_in_the_Media.aspx

Building for the Future, Enjoying the Present. BOB IN THE MEDIA. Bob is often interviewed by members of the press seeking his perspective on current events and the markets, his understanding of complex financial problems, or profiling his wealth management strategies. Below is a sampling of links to articles in which Bob has been quoted:. The Oregonian, May 2013 Studying Your LTC Insurance Options More Important Than Ever. Investment News, April 2013 Budget plan hard on high-net-worth. BOB IN THE MEDIA.

2

Advanced Wealth Management - Letter to Our Clients - March 2015

http://www.advwealth.com/Letter-to-Our-Clients---March-2015.aspx

Building for the Future, Enjoying the Present. Letter to Our Clients - March 2015. Dear Clients and Friends:. 6 years ago, on March 10, 2009, the Dow Jones Industrial Average* (the “Dow”) opened at 6,547, its lowest level since April, 1997. From March 10, 2009, the US stock market began its rebound to today’s near-record highs. Since March 10, 2009, the markets have gone up, and up, and up. Now many investors believe that their investment accounts are not delivering to them market returns. Some a...At th...

3

Advanced Wealth Management - Our Services - Overview - Updated

http://www.advwealth.com/WM_-_Overview.aspx

Building for the Future, Enjoying the Present. Wealth Management is the umbrella under which all other financial management is executed. Is a life-long process, not a destination, because it is never fully completed. We offer the Wealth Management services shown below. Please click on any topic for more information. BOB IN THE MEDIA. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,. Including possible loss of the principal invested.

4

Advanced Wealth Management - TOOLS & INFO

http://www.advwealth.com/toolsandinfo.aspx

Building for the Future, Enjoying the Present. Medicare and Medicaid Services. TurboTax Free Tax Tips. BOB IN THE MEDIA. This communication strictly intended for individuals residing in the states of AZ,CA,CO,DE,FL,GA,HI,ID,IL,MA,MI,MO,MT,NC,NM,NV,NY,OH,OR,PA,TX,VA,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Including possible loss of the principal invested.

5

Advanced Wealth Management - Our Professionals

http://www.advwealth.com/ourteam.aspx

Building for the Future, Enjoying the Present. Robert K. Haley, JD, CFP. Bob is founder, Chairman, and CEO of Advanced Wealth Management. He has been a CERTIFIED FINANCIAL PLANNER™ professional for over 25 years, and is also an Accredited Investment Fiduciary. Designee. He is an Investment Adviser Representative of both Commonwealth Financial Network (member FINRA/SIPC) and Advanced Wealth Management. He is also a licensed insurance consultant with the State of Oregon. Theodore Haley, CFP. Ted is the Pre...

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Advanced Wealth Management - HOME

Building for the Future, Enjoying the Present. Welcome to Advanced Wealth Management. We are an independent financial firm that has been helping individuals and organizations define, monitor and pursue their long-term financial goals since 1989. We are committed to providing a workplace that is challenging, enjoyable and rewarding. We remain focused upon the importance of personal and family health and happiness. We require and support all our professionals to continue professional development an...Throu...

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Securities and Advisory Services offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA. First Allied Market Insights. Gain from an independent perspective. Advanced Wealth Management is an independently owned financial consulting firm with more than 20 years combined experience and dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. View General Privacy Policy.

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