# Managed Wealth Advantage

- **Website:** <https://managedwealthadvantage.com>
- **Primary alias:** `managedwealthadvantage.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [instagram](https://instagram.com/managed_wealth_advantage_llc)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id0zupSkZH/w/1377/h/532/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793143739020)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id0zupSkZH/w/100/h/100/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793143739200)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Chathams Blue | #143e6d | accent |
| Paco | #431d0f | dark |
| Cornflower | #a5cbea | light |

## Fonts

- Istok Web — asset _(google)_
- Helvetica Neue — asset _(custom)_

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_Source: <https://brandfetch.com/managedwealthadvantage.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._