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We are Financial Professionals Dedicated to helping individuals achieve their financial goals Get Started → Managed Wealth Advantage Managed Wealth Advantage, LLC is a full service investment management and financial planning firm in sunny St. George, Utah. David Polatis is a principle and investment advisor representative as well as a certified estate planner with experience […]
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Hex Code
Color name
RGB
HSL
CMYK
#143E6D
Chathams Blue
20, 62, 109
212, 69, 25
82, 43, 0, 57
#431D0F
Paco
67, 29, 15
16, 63, 16
0, 57, 78, 74
#A5CBEA
Cornflower
165, 203, 234
207, 62, 78
29, 13, 0, 8
Managed Wealth Advantage, LLC is a financial planning and investment management firm based in St. George, Utah, serving the surrounding communities. The firm helps individuals pursue financial goals through services spanning retirement, investment, and legacy planning. Its principal, David Polatis, is an investment adviser representative and certified estate planner with experience advising seniors, retirees, and pre-retirees on investments, income, and legacy matters. The firm also helps clients consider government benefits and avoid common financial planning mistakes, and offers support related to asset protection and insurance needs.
Services include financial planning to identify and prioritize objectives, investment management aimed at simplifying portfolio oversight, and retirement planning focused on income goals and tax-advantaged vehicles. Legacy planning helps clients prepare for how their assets and final wishes will be handled. Wealth management supports decisions about building and protecting financial resources. Managed Wealth Advantage also offers Generational Vault, a service providing around-the-clock access to accounts and important documents, and the Color of Money Risk Analysis, an interactive assessment that evaluates financial risk preferences.
Brand industry
Finance
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How do I download the Managed Wealth Advantage logo?
The Managed Wealth Advantage logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Managed Wealth Advantage's brand colors?
The Managed Wealth Advantage color palette uses the hex codes #143E6D, #431D0F and #A5CBEA.
The Managed Wealth Advantage name, logos and brand assets are trademarks of Managed Wealth Advantage and its affiliates. Brandfetch isn't affiliated with or endorsed by Managed Wealth Advantage. Their use is subject to Managed Wealth Advantage's brand guidelines.
