Question 1

What services does the company offer?

Accepted Answer

Managed Wealth Advantage offers a range of financial services, including financial planning, investment management, legacy planning, retirement planning, risk analysis, and wealth management.

Question 2

What is the background of the company's principal, David Polatis?

Accepted Answer

David Polatis is a principal and investment advisor representative, as well as a certified estate planner, with experience advising seniors, retirees, and pre-retirees in the areas of investments, income, and legacy planning.

Question 3

How does the company help clients avoid common financial mistakes?

Accepted Answer

The company's expertise focuses on assisting individuals in avoiding common, potentially costly financial mistakes, particularly as they relate to government benefits. The firm also offers estate and retirement planning services, such as asset protection and insurance-related needs.

Question 4

What is the company's approach to wealth management?

Accepted Answer

Managed Wealth Advantage helps clients make informed decisions about their assets to achieve financial security, grow their wealth, and protect it over time.

Managed Wealth Advantage, LLC.

Company Overview

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About Managed Wealth Advantage, LLC.

Frequently Asked Questions about Managed Wealth Advantage, LLC.

What services does the company offer?

What is the background of the company's principal, David Polatis?

How does the company help clients avoid common financial mistakes?

What is the company's approach to wealth management?

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