Specialties
Mission Statement
Build. Achieve. Preserve.™
Our mission is to build comprehensive financial plans for our clients that will help them achieve and sustain retirement success and preserve as much of their life's work as possible as it passes on to the next generation or charity.
About Our Firm
Advanced Wealth Advisors is a Naples, FL financial planning firm in the practice of wealth creation and preservation. We help our clients protect and manage their wealth. We specialize in investment, retirement, and estate planning strategies.
We act as comprehensive financial advisors, focusing on all aspects of our client's financial plan. We serve as a financial partner our clients can trust by ensuring that all recommendations are in our clients' best interest and fit into their overall plan. Our services and experience allow our planners to work with our clients to help them navigate each life event and economic climate, no matter the simplicity or complexity.
Our firm was founded as a financial planning practice, incorporating investment, retirement, insurance, tax, and estate planning techniques. We attempt to reduce and eliminate any taxes going to the government as well as maximize and grow the wealth that will be passed on to the next generation or charity.
If you need an advisor in the Naples or Greater Southwest, FL area please request a free consultation here.
Meet the Business Owner: Soren C.
Soren T. Christensen is the Founder and Chief Planning Officer of Advanced Wealth Advisors. Mr. Christensen has decades of experience in the financial planning and wealth management industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive training in investment, retirement, insurance, tax, and estate planning. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition of his considerable training, knowledge, and expertise Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, Financial Planning Magazine, and Investment News, as well as many local publications, such as: Naples Illustrated, Gulfshore Business, and the Naples Daily News.