"We have been with Advanced Wealth Management since its inception. We followed Alea MacDonald from a previous agency because we believed in her competence in financial advising as well as her focus on customer service. As this company has grown, the added client service representatives and administrative assistants have continued outstanding work and a welcoming environment to assist us as needed and requested. We highly recommend Advanced Wealth Management for sound advice, consistent service and peace of mind."
- Bob and Nancy S
"We have been with AWS for many years. We came to them because we watched how Aleia worked with a family member, and we began to appreciate her knowledge and trust that she was looking out for our best interests. We like how they take the time to learn about our values and financial expectations, are always responsive, that they take the time to answer our questions, and most importantly, are skilled at what they do.”
– Jim and Chris V
“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
“Aleia and her team are the best. I have worked with Aleia for almost 20 years. Whether it is helping me with planning for retirement, getting my estate/trust affairs in order, or helping me with business decisions regarding my investment properties. She is the awesome!! Highly recommend her and the team!!!!”
– Chris T
“Being a business owner and working with Advanced Wealth Strategies has been a game changer for us in many ways. Aleia and her team truly understand the different dynamics of us being in business for ourselves and helping us prepare for retirement. They also give us a way to organize the entire picture as well as a way to organize everything into one spot for easy access not only for us but for our beneficiaries as well. We highly recommend Advanced Wealth Strategies and consider them as a part of our business management team if you will.”
– Don and Sandie C
“I chose Advanced Wealth Strategies on a recommendation and am so very happy I did. Aleia and her team are very professional and have a very personable nature. They have provided me with sound financial advise and guidance. Their dedication to their clients, business excellence and education sets them apart from other companies and I highly recommend Aleia and Advance Wealth Strategies to everyone.”
– Rachelle W
"Aleia is not just a financial advisor, we would classify her as a life partner. There is so much more than the finance side that goes into wealth management. She has helped us with insurance, things around the house, anything."
– Tom and Carol S
“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
“Our interaction with the AWS team has been a life changing experience. Every effort has been made to meet our goals for a solid financial future. I trust this team completely to manage our current and future investments.”
– Rebecca H
“We couldn’t be happier with the guidance we received from the team at Advanced Wealth Strategies. Since teaming up with Aleia and her team almost 3 years ago our financial future and success has been on a continued upward trajectory. Thanks to their expertise and personalized approach, we’ve successfully met our retirement goals and feel confident about the future."
– Tod H
“Working with Aleia and her team of professionals has been the best experience. From the initial steps we took to put together our comprehensive financial plan to our super beneficial ongoing meetings we have to continue working our plan has given us the most sense and confidence that we will be able to enjoy our upcoming retirement with financial freedom and boy does that feel good! The organized fashion, the education, and the guidance that the entire team at Advanced Wealth Strategies always uses is another notable example of the tremendous services and care and commitment they provide. We highly recommend and have many times over that you work with Aleia and her team….you will be doing yourself the biggest favor! Thank you for helping us achieve our path to financial independence….”
– Tim and Colleen S.
“Everything about AWS felt right from the very first phone call. They are so welcoming and there’s no pressure. We are now confident not only our savings goals are on track, but they highlighted some other areas that needed attention too, such as establishing a trust and tax planning.”
– Nicholas S
“We have had a fantastic experience working with Aleia MacDonald and the Advanced Wealth Strategies team. From the very beginning, Aleia and the AWS team have been professional, personal, compassionate, and incredibly responsive. They took the time to truly understand our goals, priorities, and concerns, and helped us build a comprehensive plan that gives us real confidence and peace of mind for the future.
What has meant the most to us is how genuinely much they care about their clients. You can feel that in every interaction. Their guidance is thoughtful, their approach is personalized, and they have made what can feel like an overwhelming process feel manageable and reassuring. Just as important, they operate with a high level of integrity, which means a great deal in this business and has given us even more confidence in the relationship.
We have been so happy with our experience that we have shared it with other family members, and they have had a great experience as well. We are very grateful to have found a team we trust so much.”
– Brittan B
"Aleia and her team are the best. Hands down. She has been my financial advisor for over 10 years. I would not trust anyone else with my financial future. - Chris T
Aleia MacDonald and the Advanced Wealth Strategies team are absolutely amazing. They are honest, hard-working, diligent...the list goes on. Advanced Wealth Strategies repeatedly shows how much they care about their clients - from follow-up emails to client appreciation events. Aleia treats every client with respect, patience, and kindness. I never hesitate to refer clients, family, and friends to this amazing team."
– Adrienne K
“Aleia and her team are more than financial planners. They care about you and your family and plan for the the future beyond investment.”
– Scott B
“Amazing depth of knowledge and care in prescribing the right solutions for financial planning. Their process goes to every corner of the client's financial well being, ensuring all the proper protections are in place. We are now a couple years in and are continued to be beyond satisfied!”
– Joseph C
“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
“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
“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
“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
“AWS is amazing. They act with sincerity and always put the client first. Highly recommend.”
– Dave E
“We have had a fantastic experience working with Aleia MacDonald and the Advanced Wealth Strategies team. From the very beginning, Aleia and the AWS team have been professional, personal, compassionate, and incredibly responsive. They took the time to truly understand our goals, priorities, and concerns, and helped us build a comprehensive plan that gives us real confidence and peace of mind for the future.
What has meant the most to us is how genuinely much they care about their clients. You can feel that in every interaction. Their guidance is thoughtful, their approach is personalized, and they have made what can feel like an overwhelming process feel manageable and reassuring. Just as important, they operate with a high level of integrity, which means a great deal in this business and has given us even more confidence in the relationship.
We have been so happy with our experience that we have shared it with other family members, and they have had a great experience as well. We are very grateful to have found a team we trust so much”
– Brittan B
“My wife and I have worked with Aleia and her associates for many years and have been completely satisfied with our experience. They are wonderful and we would highly recommend them. Our best decision ever was joining this group. They treat you like family and always put our interests first."
– Scott S
“Aleia and her team are the dream team! They take a thorough, objective look at your finances, goals and dreams, and give you clear and honest guidance in the best next steps toward achieving all of your goals and dreams.”
– Erin K