The Itinerary · Advantage Wealth Partners

A segmented income framework designed to fund your lifestyle without leaving the entire portfolio exposed to any single market.
The tax planning window: direct indexing, installment sales, QSBS, today's elevated exemptions, and why timing decides what they are worth.
The 70% problem: why most wealth transfers fail by the second generation, and the trust structures built to change that.
A companion to Passport to Prosperity by Alfie Tounjian, CFP®, and Jonas Weatherbie, Esq.