Advanced Wealth Partners

Insurance · 1-10 Employees

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Overview

Phone Number

(888) 900-9033

Revenue

<$5 Million

Industry

Insurance

About Advanced Wealth Partners

Crossfield Strategic Partners specializes in premium finance life insurance strategies aimed at high-net-worth families and business owners. The company provides advanced insurance solutions designed to enhance liquidity, manage tax exposure, and secure long-term asset protection. As an independent boutique insurance agency, they focus on sophisticated planning and disciplined approaches to wealth management. Their services include retirement optimization, wealth and legacy planning, and business solutions tailored to the unique needs of their clients.Explore more
Advanced Wealth Partners's Social MediaSIC Code 64,641NAICS Code 52,524Show more

Advanced Wealth Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advanced Wealth Partners

<$5M
1-10
Private
-
-
SN
Sean NegronOffice Manager
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
1-10
Private
-
1984
KP
Katie PfeltzChief Operating Offier
<$5M
1-10
Private
-
2016
AA
Alexandra AlexandrouDirector, Operations
<$5M
11-50
Private
-
1997
TK
Trina KonwinskiExecutive Associate
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Advanced Wealth Partners Tech Stack

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Frequently Asked Questions Regarding Advanced Wealth Partners

What is Advanced Wealth Partners's official website?
Advanced Wealth Partners's official website is www.awpus.com
What is Advanced Wealth Partners's Revenue?
Advanced Wealth Partners's revenue is <$5 Million
What is Advanced Wealth Partners's SIC code?
Advanced Wealth Partners's SIC: 64,641
What is Advanced Wealth Partners's NAICS code?
Advanced Wealth Partners's NAICS: 52,524
How many employees does Advanced Wealth Partners have?
Advanced Wealth Partners has 1-10 employees
What industry does Advanced Wealth Partners belong to?
Advanced Wealth Partners is in the industry of: Insurance
What is Advanced Wealth Partners competition?
Advanced Wealth Partners top competitors include: BeamaLife, Weinberg Financial Advisory, Butler Capital Advisors, EPG Services
What technology does Advanced Wealth Partners use?
Some of the popular technologies that Advanced Wealth Partners uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Advanced Wealth Partners?
Advanced Wealth Partners contact info: Phone number: (888) 900-9033 Website: www.awpus.com
What does Advanced Wealth Partners do?

Crossfield Strategic Partners specializes in premium finance life insurance strategies aimed at high-net-worth families and business owners. The company provides advanced insurance solutions designed to enhance liquidity, manage tax exposure, and secure long-term asset protection. As an independent boutique insurance agency, they focus on sophistic... ated planning and disciplined approaches to wealth management. Their services include retirement optimization, wealth and legacy planning, and business solutions tailored to the unique needs of their clients.Read More

What are Advanced Wealth Partners social media links?
Advanced Wealth Partners Linkedin page Advanced Wealth Partners Twitter page
Is Advanced Wealth Partners a public company?
Advanced Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Advanced Wealth Partners

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