Managed Wealth Advantage, LLC

Managed Wealth Advantage, LLC We are financial professionals dedicated to helping individuals achieve their financial goals. George, Utah.

Managed Wealth Advantage, LLC is a full service investment management and financial planning firm in sunny St. David Polatis is a principle and investment advisor representative as well as a certified estate planner with experience advising seniors, retirees and pre-retirees in the area of investments, income and legacy planning. His expertise focuses in the area of assisting individuals in avoidi

ng common, potentially costly financial mistakes, as it relates to government benefits. Additionally, his firm offers many estate and retirement planning services such as assistance with asset protection and insurance related needs.

A recession shouldn't spell doom for your retirement goals. Here's how to position your nest egg to weather any economic...
06/05/2026

A recession shouldn't spell doom for your retirement goals. Here's how to position your nest egg to weather any economic cycle.

A recession shouldn't spell doom for your retirement goals. Here's how to position your nest egg to weather any economic cycle.

Dreaming about retirement is exciting. Planning for it is essential. Let’s make sure your financial future is ready when...
06/03/2026

Dreaming about retirement is exciting. Planning for it is essential. Let’s make sure your financial future is ready when you are. Contact our office today by calling (435) 986-9222.

You might live three decades in retirement. Are you prepared?
06/01/2026

You might live three decades in retirement. Are you prepared?

You might live three decades in retirement. Are you prepared?

This is an article about some of the top-rated methods used to create and follow a retirement savings plan.
05/29/2026

This is an article about some of the top-rated methods used to create and follow a retirement savings plan.

Use these top-rated methods to create and follow a retirement savings plan.

Relying solely on Social Security or traditional withdrawal strategies like the 4% rule may not be enough. Incorporating...
05/27/2026

Relying solely on Social Security or traditional withdrawal strategies like the 4% rule may not be enough. Incorporating other potentially stable income sources like annuities and using tax-efficient withdrawal methods may help your money last longer. Visit our website at https://managedwealthadvantage.com/index.html.

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom. We are grateful for the...
05/25/2026

On this Memorial Day, we pause to honor and remember those who gave their lives for our freedom. We are grateful for their sacrifice.

Here is a piece on how spousal Social Security benefits can be complex, but understanding them can help maximize your re...
05/22/2026

Here is a piece on how spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

Spousal Social Security benefits can be complex, but understanding them can help maximize your retirement income.

Developing a withdrawal strategy that considers tax implications can help preserve your nest egg. Instead of sticking to...
05/20/2026

Developing a withdrawal strategy that considers tax implications can help preserve your nest egg. Instead of sticking to a fixed percentage, consider tailoring withdrawals based on spending needs and account types. Give us a call at (435) 986-9222.

Here is an article about how taxable accounts and tax-deferred investment accounts each have unique advantages.
05/18/2026

Here is an article about how taxable accounts and tax-deferred investment accounts each have unique advantages.

Taxable accounts and tax-deferred investment accounts each have unique advantages.

Inflation, healthcare costs, and market volatility could derail your retirement. Learn strategies to help you work towar...
05/15/2026

Inflation, healthcare costs, and market volatility could derail your retirement. Learn strategies to help you work towards achieving your financial goals. Visit our website at https://managedwealthadvantage.com/index.html today.

Address

1240 East 100 South #3
Saint George, UT
84790

Website

Alerts

Be the first to know and let us send you an email when Managed Wealth Advantage, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Managed Wealth Advantage, LLC:

Shortcuts

Share

Category