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“We are celebrating 10 years of valuable financial consulting and management with Aleia MacDonald at Advanced Wealth Strategies. We came to Aleia 10 years ago after our longtime financial advisor retired and she presented us with a brilliant strategy to diversify our portfolio and move into retirement with a plan that would allow us to maintain our lifestyle and independence while providing for future needs. Her recommendations since the beginning have been spot on and my wife and I are extremely confident in her ability to read the market and plan for the future. I would highly recommend a meeting with Aleia to anyone who is looking for a financial advisor That will listen to your wants and needs and provide a plan that is logical and implementable. Also, the staff at Advanced Wealth Strategies is top-notch, having been built by Aleia. The culture of the organization is a reflection on her hard work and dedication to her clients. It’s one of the best decisions financially that we have made in our 48 years of marriage.”

- Jim and Anne G

*This statement is a testimonial by a client of the financial professional as of 04/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“ Starting late in life on my retirement plan I was fortunate enough to have met Aleia where she took the time to get to know me then helped guide me and my family through the savings and investment process.  Not only a lifelong friend our family quickly implemented the safe word of “Aleia” during any consideration of large purchases or financial decisions. Today we remain close friends and both Jill and I will be successfully moving into our retirement chapter secure and financially worry free because of Aleia and her teams never wavering personal touch, expertise, support and guidance.  We will be forever grateful to her and her Advanced Wealth Management team we call family.”

- Brenda and Jill

*This statement is a testimonial by a client of the financial professional as of 04/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“After 12 years with Advanced Wealth Strategies, we couldn’t be happier. Aleia MacDonald has been steady, thoughtful, and proactive in managing our retirement funds. Her dedication is reflected in the top-notch staff at AWS. Truly grateful for her support and expertise.”

- James G

*This statement is a testimonial by a client of the financial professional as of 04/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I give AWS 6 Stars
They have helped me organize and complete my retirement goals and assisted me in many details of planning for my children’s future. They gave me peace of mind and handled all details during very difficult family times for me . I am extremely satisfied with all aspects of the financial services they provide, so very happy to have them as my team.”

- Jim R

*This statement is a testimonial by a client of the financial professional as of 04/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“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 S

*This statement is a testimonial by a client of the financial professional as of 04/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Aleia, Riley, and the whole group at Advanced Wealth are amazing. They are hands on, patient, and great at communicating with you. They helped design a plan for us based on our goals. Trusting someone to guide you when planning for your future can be overwhelming. We are so happy to have found a group we trust completely! I happily recommend them to family and friends.”

- Michelle D

*This statement is a testimonial by a client of the financial professional as of 04/29/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.