Advanced Equities Wealth Management
Offered exclusively by Alliance Wealth Management Group
Tired of working with faceless financial institutions or piecing together programs from a variety of bankers, brokers and insurance agents all by yourself? Integrate your financial affairs and you may be able to optimize your results.
Using "off-the-shelf" products and services can result in conflicting objectives, disrupting your ability to reach critical milestones. An integrated financial plan, however, brings together the most important components of your economic lifecycle and sets them in motion in unison. By following a well-balanced strategy that involves tax status optimization, pension planning, risk management, portfolio design and asset protection, you may be able to most efficiently meet your needs and objectives.
How It Works
The Advanced Equities Wealth Management planning process begins with a thorough analysis of your current economic state and short- and long-term goals. Existing inefficiencies are identified through a comparison between your structure and an ideal planning protocol developed during more than three decades of ongoing financial research with thousands of high-income professionals. Then, we match your needs and objectives with what we believe to be the industry's best products, programs and services, and we do it all inside of a detailed, written financial plan. The plan is designed to be a "living" document, which will be monitored and modified over time to keep pace with your evolving income, lifestyle expenses and overall financial goals.
Why It Works
You will work with a financial advisor you know, personally. By utilizing an Alliance Wealth Management Group financial advisor as your single point of contact, you will have access to the Advanced Equities Wealth Management team and may be able to save valuable time and maximize hard-earned dollars, potentially achieving your goals sooner and with less risk.
Advanced Equities Wealth Management Team
Robert S. Holcomb
Robert S. Holcomb sets the firm's strategic direction and management priorities. Prior to becoming CEO, Mr. Holcomb founded DataStream, a software development firm that created proprietary applications for the financial services industry. DataStream was acquired in early 2000 by Thomson Financial, a division of the Thomson Corporation (NYSE: TOC). Post-acquisition, Mr. Holcomb served as Chief Operating Officer for Thomson's Wealth Management division, overseeing several large contract "wins" for the design of next generation in wealth management technology. Mr. Holcomb has also served as a lead consultant to prominent investment banks such as Goldman Sachs, Merrill Lynch and JP Morgan on many of the largest IPOs in Wall Street history.
Craig E. Columbus, JD, MBA
Craig E. Columbus serves as President of Advanced Equities Asset Management (AEAM), managing day-to-day operations of Advanced Equities' captive money management subsidiary. In this capacity, Mr. Columbus is responsible for the portfolio management team and its efforts, including portfolio selection, trading, execution, proprietary money management and product development. Mr. Columbus was formerly Vice Chairman of Greenbook Financial Services as well as Co-Portfolio Manager and the Managing Director of Discretionary Accounts for Greenbook Investment Management, Inc. Prior to Greenbook, Mr. Columbus was the Chief Market Strategist for Thomson Financial, a leading provider of information and technology solutions to the worldwide financial community. During this time, he became one of Wall Street's most recognizable figures, appearing each Monday on CNBC's Power Lunch program for seven years. Mr. Columbus is a graduate of Loyola University, holds an MBA degree from Penn State University and a law degree from Indiana University. He was previously a candidate for the United States House of Representatives.
Rick A. Jaye
Rick A. Jaye serves as Chief Financial Strategist, providing management support and financial planning oversight to the company's Advisor community. His duties also include integrating existing programs into the firm's portfolio of solutions and developing new services and strategies for clients. Previously, Mr. Jaye spent 23 years providing financial services to high-net-worth business owners and health professionals through his affiliation with several national planning and investment advisory organizations. Mr. Jaye serves on the Board of Directors of Doctors Bank, LLC, a bank holding company in Manhattan Beach, CA. He is a registered investment advisor representative and holds a life, health, and variable insurance license. Mr. Jaye earned an economics degree from the University of California, San Diego.
Gary R. Schulte
Gary R. Schulte serves as President of Advanced Equities Insurance Services, working with industry-leading providers of life, disability and long-term-care policies, as well as fixed-rate and bond or equity-indexed annuity products. His professional career spans more than two decades of building, managing and restructuring insurance and annuity product delivery systems. Previously, Mr. Schulte oversaw the insurance industry's first Producer Group and first Agent-Owned Re-Insurance Company. He has addressed insurance audiences around the world through associations, industry conferences, and national television and radio appearances such as The Larry King Show. Mr. Schulte has also authored two popular books, The Fall of First Executive and Successful Life Insurance Selling in the Year 2000 and Beyond.
