Thaddeus Phelps's Contact Details

Thaddeus Phelps's Company Details

Advance Wealth Management Service

Grand Rapids, Michigan, United States • 3 Employees
Financial Services

Advance Wealth Management Service (AWMS) maintains a fiduciary commitment to advise our clients based on what is optimal for their financial future. Utilizing sound financial planning principals, our advisors have been privileged to assist hundreds of clients in navigating their financial lives. Through comprehensive financial planning our focus is on our clients' needs and desires. Working in partnership we create realistic goals offering an opportunity for comfort and clarity. Through our team, led by our Registered Investment Advisor (RIA) with more than two decades of experience, AWMS is in a unique position to assist in the understanding of our financial world. Alleviating our clients concerns regarding their financial futures, we give our clients a perspective that enables them to live the lives they have envisioned.Advance Wealth Management Service, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Advance Wealth Management Service, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Advance Wealth Management Service, LLC unless a client service agreement is in place.