Our Strategic Alliances | Advantage Wealth Partners

The Belief

At Advantage Wealth Partners, we believe wealth is about more than numbers on a page. It’s about what your wealth makes possible: for your family, your lifestyle, and the legacy you want to leave.

The Specialists

Some areas of planning call for specialized expertise. We maintain relationships with independent estate planning, tax, and travel professionals who can work alongside your financial team when their expertise is needed.

Your Choice

Each specialist operates independently. You decide whether to engage them. When you do, we help coordinate the planning so the different pieces of your financial life can work together.

Three specialties. One coordinated plan.

Estate Planning

Estate documents kept in line with your intentions.

Jonas Weatherbie, JD, LLM, is an estate planning attorney. Through our alliance, clients have access to educational workshops and to counsel on wills, trusts and estate structures, so the legal side of a legacy plan is drafted by an attorney and stays coordinated with the rest of the plan.

Independent Specialist Jonas Weatherbie, JD, LLM Estate Planning Attorney

Jonas Weatherbie, estate planning attorney, in a navy suit and light blue tie.

Lifestyle & Travel

Travel planned with the same care as the portfolio.

Jeff Lavender is a luxury travel concierge who helps clients plan the travel they have been meaning to do, whether a global adventure or a philanthropic journey. Travel is part of many retirement budgets; Jeff helps clients turn those dollars into meaningful, memorable experiences.

Independent Specialist Jeff Lavender Luxury Travel Concierge

Start Your Next Chapter

Jeff Lavender smiling in a dark blazer and open white shirt.

Tax & CPA Services

Tax planning aligned with your financial plan.

David Gruber provides tax and CPA services for clients who choose to engage him. Withdrawal order, Roth conversions, and charitable giving can all have tax consequences, so we coordinate with David when appropriate to help keep the tax work and financial planning aligned and manage taxes over time.

Independent Specialist David Gruber Tax & CPA Guidance

Ask About Tax Coordination

A couple around fifty on a sofa, working through figures together on a laptop.

Advantage Wealth Partners has a strategic partnership with Jonas Weatherbie, JD, LLM and David Gruber, who can provide legal and tax advice. The firm also has a strategic partnership with Jeff Lavender, who can provide travel planning services. Advantage Wealth Partners is not affiliated with Jonas Weatherbie, JD, LLM, David Gruber or Jeff Lavender. Any and all other services offered by these strategic partners are not offered through or supervised by Advantage Wealth Partners.

Giving Back

Our Commitment to Community

The Commitment

Abundance isn’t just about what we build for ourselves; it’s also about what we’re able to share with others. Giving back to the community we call home is an important part of who we are. Through our time, resources, and support, we’re grateful to help organizations making a meaningful difference throughout Southwest Florida.

View Charities We Support

The Advantage Wealth Partners team and friends gathered for a volunteer day at the Harry Chapin Food Bank of Southwest Florida, in front of the food bank's wheat sheaf emblem — Friends of the firm volunteering beside us at the food bank: over 6,000 pounds of carrots and potatoes for Southwest Florida families.

One community, cared for together.

Volunteers from Advantage Wealth Partners and friends standing together in a food bank warehouse, pallets of boxed food stacked behind them — Our team and friends at the food bank, filling 450 boxes for seniors, 30 pounds each of apple juice, milk, cereal and canned goods: more than 13,500 pounds of food.

In the Community

Advantage Wealth Partners Making a Difference

Snapshots of our team and friends making a difference in Southwest Florida communities. Thank you for joining our mission to make our community and the world a better place.

Advantage Wealth Partners team members standing outside the classroom Estero High School dedicated to the firm, below a painted mural that reads You came here to Learn — Estero High School dedicated this room to our firm: an unexpected honor that means a great deal to us. But the most meaningful part is the time we spend with students here and at South Fort Myers High School, from the Stock Market Game to a student’s first internship.

Worthy Causes

A Circle of Specialists

Estate documents kept in line with your intentions.

Travel planned with the same care as the portfolio.

Tax planning aligned with your financial plan.

Our Commitment to Community

Advantage Wealth Partners Making a Difference

Ways We Transform Communities

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