Advantage Wealth Partners

A day of giving and gathering with our Inspiring Women!

We started the morning painting bowls for Empty Bowls Naples, an all-volunteer group feeding the hungry across Collier and Lee Counties.

Then lunch at Lulu's Kitchen and a behind-the-scenes tour at St. Matthew's House, and we wrapped up at Posh Purse, the beautiful consignment boutique owned by our friend Mindy Sylvester.

Thank you to every woman who spent the day with us!

We're excited to partner with the Lee County Sheriff's Office for our upcoming community Shred Event!

Protecting your personal information is one of the simplest ways to guard against identity theft, and we're proud to make it easy for our neighbors here in Southwest Florida. Bring your old personal documents, bank statements, tax records, medical bills, and files, and we'll shred them securely on site.

🗓 Wednesday, July 22nd
🕘 9:00–11:00 AM
📍 Advantage Wealth Partners, 8870 Daniels Pkwy, Fort Myers

Please note we can't accept batteries, electronics, plastic cover sheets, or 3-ring binders, and there's a limit of 2 boxes per vehicle.

We're grateful to the Lee County Sheriff's Office for joining us, and we look forward to seeing you there. It's always a privilege to serve this community!

We are grateful to Gulfshore Life for featuring Alfie Tounjian and Advantage Wealth Partners in a recent article highlighting our approach to helping individuals and families navigate retirement with greater confidence and intention.

For decades, we've had the privilege of serving successful investors throughout Southwest Florida. This article shares some of the lessons we've learned along the way and the philosophy that continues to guide our work today.

We hope you'll take a few moments to read the story and learn more about what drives our team each day.

Read the full feature here 👇
https://issuu.com/gulfshorelife/docs/gulfshore_life_-_june_2026/136

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!

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!

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👇

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:

SAVING THE INVESTOR | TV | CAPITAL GAINS TAX TRAP | EP #080 💰 Unlock Financial Freedom with 13 Exclusive Guides! Tailored for high net-worth investors, our Financial Freedom Strategies help you maximize wealth and pl...