Advantage Wealth Partners

Available Now The New Book

Passport to Prosperity

A New Era of Wealth, Legacy, and Lifestyle

By Alfie Tounjian, CFP® & Jonas Weatherbie, Esq.

Alfie’s new book takes the longer view: wealth, legacy and lifestyle considered together, in concert rather than in isolation. Request your complimentary copy and we will mail it to your home.

Passport to Prosperity: A New Era of Wealth, Legacy, and Lifestyle. A stack of copies beside the standing book, a jet crossing a sunset on the jacket.
Wealth The plan behind the portfolio: income, investments and taxes working as one strategy rather than three.
Legacy What passes on, and how it lands, written with an estate planning attorney at the table.
Lifestyle The part the numbers are for: living what you built, on purpose.
Portrait of Alfie Tounjian

Alfie Tounjian, CFP®, RFC®

Founder & President, Advantage Wealth Partners · Host of Saving the Investor

Portrait of Jonas Weatherbie

Jonas Weatherbie, Esq.

Estate Planning Attorney · Strategic Alliance Partner

The Offer

Request Your Complimentary Copy

Hardcover Edition · Ships September 15

Tell us who you are and where to send it. Demand is running high, so copies go out September 15 and are unlikely to arrive sooner. No digital edition just yet.

Hardcover edition. Copies ship September 15.