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About Us

A Full-Service, Experienced Financial Services Firm Helping You Take Control of Your Wealth

The Advanced Wealth Management team is passionate about helping clients like you pursue your wealth goals. We deploy our distinctive combination of experience and perspective to create unique strategies that guide the way toward your personal definition of financial success so you can achieve your ideal lifestyle, career, and retirement.

We Have the Experience to Help Your Company Flourish

We Have the Experience to Help Your Company Flourish

Advanced Wealth Management can help you take your business to the next level, leveraging strategies tested in numerous Fortune 500 organizations. Our keen insight into global financial markets and effective operations can give us the tools to help your companies prosper and enjoy sustainable growth.

We Focus on Tax Efficiency to Help Protect Your Assets

We Focus on Tax Efficiency to Help Protect Your Assets

Across the full range of services we offer clients, we consistently focus on the tax implications of our strategic advice. Whether we are designing a growth-oriented investment portfolio, helping your company upgrade its cash management practices, or crafting a transition strategy, we consider the tax ramifications of every move.

 Independent Wealth Managers Dedicated to Your Progress

We don't believe in cookie-cutter financial advice. Our independence means we can identify appropriate investments and business strategies for you, and we actively identify beneficial opportunities.

Becca Hageman

Becca Hageman

Executive Assistant

(480)590-5293

George Gonzalez

George Gonzalez

Sr. Wealth Manager

(480)590-5293

(480)778-2060

John McKay

John McKay

Adminsitrative Assistant

(480)590-5293

MARTIN ERCOLINE IV (MJ) ERCOLINE

MARTIN ERCOLINE IV (MJ) ERCOLINE

OWNER & SR. WEALTH MANAGER

480-702-7170

Committed to Helping You Move Forward

Our comprehensive experience in personal and business finance allows us to offer a full range of services in-house. Our proactive approach helps us identify strategic opportunities to grow your assets.

In-House Services


We offer in-house money management and portfolio construction with a tax-efficient focus. We’re here to ensure you have more control, transparency, and alignment between your values and your assets.

Seeking Opportunities


We’re proactive about seeking strategic ways to help optimize your assets. With this approach, we can guide you to take advantage of new opportunities with confidence.

Business-Minded Approach

As an experienced business consultant for global companies, we have the perspective to pursue sustainable growth. We help business owners activate their business as a source of wealth.

Independent Advice


At our firm, we don’t believe in cookie-cutter advice. Our independence gives us the freedom to find suitable investments for you and create an optimized strategy to reach your unique aspirations.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

Get Your Number

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Who We Work With

We assist executives, families, and business owners seeking to grow and protect their wealth using tax-focused strategies.

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Our Approach

We leverage our broad financial experience, strategic perspective, and independence to identify productive opportunities for you.

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Contact Us

Call us to discover the advantage of an experienced, approachable advisor who understands your financial goals and needs.

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