Advantage Wealth Partners

04/30/2026

We had an incredible surprise at Estero High School today! The school dedicated their entrepreneurship classroom to Alfie, and seeing his name with our company logo on the new sign was a huge honor.

Principal Jen Seluk, Kevin Schell, and Mary Jo Potters went above and beyond to make the reveal a special experience. We love working with these students and faculty, and we are grateful for the opportunity to be part of the community here!

03/27/2026

We had a wonderful time giving back to the community on Tuesday at the Harry Chapin Food Bank! It was a great experience to volunteer alongside our awesome clients to help support families in need across Southwest Florida.

Our group rolled up our sleeves and packaged over 6,000 pounds of carrots and potatoes for the community! We are so grateful to everyone who joined us for this event and helped make such a massive impact.

Thank you to the team at Harry Chapin for the incredible work you do every day to fight hunger and provide for our neighbors!

02/14/2026

Happy Valentine’s Day!❤️🌹

We had such a beautiful afternoon at our Inspiring Women Valentine Luncheon yesterday. There is nothing quite like slowing down and catching up with such a wonderful group of women.

Thank you to all the ladies who joined us at Blossom & Brie to make the day so special. We loved seeing everyone enjoy the fresh farm air and great company!

Check out some of our favorite moments below👇

02/06/2026

Are you caught in a Capital Gains Tax Trap?

Many investors feel stuck with winning assets because the tax bill for selling feels too high. In this episode of Saving the Investor, Alfie shares specific solutions to navigate changing tax laws and break free from the tax trap without giving a massive cut to the IRS.

We discuss how to build a plan that handles shifting legislation so you can stop worrying about the "what-ifs" and shift your focus to enjoying the lifestyle you worked to build.

📺 Watch Episode #080 here:

💰 Unlock Financial Freedom with 13 Exclusive Guides! Tailored for high net-worth investors, our Financial Freedom Strategies help you maximize wealth and pl...

02/03/2026

Retirement planning feels overwhelming until you have a clear next step 📈

In this episode of Saving the Investor, we walk through a 15 minute strategy call and how it can uncover opportunities you might be overlooking.

Watch now 👇

💰 Unlock Financial Freedom with 13 Exclusive Guides! Tailored for high net-worth investors, our Financial Freedom Strategies help you maximize wealth and pl...

01/29/2026

Don't let your legacy become a tax headache for your children.

In this episode, Alfie explains why inheriting an IRA is often a burden, and shares smarter ways to pass on wealth tax-free.

We even discuss a unique strategy for long-term care that doesn't require a doctor's approval.

Watch the full episode here 👇

💰 Unlock Financial Freedom with 13 Exclusive Guides! Tailored for high net-worth investors, our Financial Freedom Strategies help you maximize wealth and pl...

01/13/2026

We are thrilled to unveil our brand new studio! We’ve upgraded our space to bring you an even better viewing experience.

In this episode, Alfie tackles the biggest confusion in estate planning: Revocable vs. Irrevocable Trusts.

Don’t accidentally handcuff your wealth. Learn how to avoid probate without losing control of your assets.

Watch the full episode here 👇

💰 Unlock Financial Freedom with 13 Exclusive Guides! Tailored for high net-worth investors, our Financial Freedom Strategies help you maximize wealth and pl...

01/08/2026

Huge congratulations to our advisor Garrett for taking home the trophy in the stock market game hosted by Estero High School! 🏆

Thank you Kevin Schell for organizing this annual competition and providing such an incredible opportunity for students in your entrepreneurship class.

12/17/2025

Key things to consider during tax season.

12/15/2025

A huge thank you to our amazing clients who generously donated toys for our Toy Drive in memory of Emma Larson. Special thanks to My Shower Door for organizing it all! Your kindness brought joy and gratitude to the children at Golisano Children's Hospital ❤️🎄