Managed Wealth Advantage, LLC

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Saint George, UT
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 avoiding 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.

11/09/2026

If your loved ones needed to step in and help manage your finances, would they know where to start?
Making sure a trusted family member knows where to find important documents, who to contact and what your wishes are can help reduce confusion during unexpected situations.
Planning ahead means making sure the right people have the information they may need. Visit our website at https://managedwealthadvantage.com/index.html.

11/06/2026

Considering a Roth Conversion?
A Roth conversion lets you move money from a traditional IRA or 401(k) into a Roth IRA, paying taxes now in exchange for tax-deferred growth and tax-free qualified withdrawals later.

It can be especially powerful if:
-You expect to be in a higher tax bracket later
-The market is down
-You want to reduce future RMDs
Timing and tax strategy matter — every conversion should fit into your broader financial plan.

Keep in mind that Roth conversions involve paying taxes upfront on the converted amount. The decision to convert should take into consideration your current and expected future tax rates.

Let’s see if a Roth conversion makes sense for you this year.
Schedule a quick call by visiting https://managedwealthadvantage.com/index.html.

11/04/2026

Discover the best age to retire: pros and cons of retiring at 62, 65, 67 or 70.

11/03/2026

Financial planning isn't just about your future. It's about the people who share it with you.
Including loved ones in conversations about financial goals, responsibilities and wishes can help build understanding, reduce uncertainty and keep everyone informed.
A stronger financial future starts with open communication. Give us a call today at (435) 986-9222.

11/01/2026

You’ll lose about a third of your monthly benefit amount if you claim Social Security at age 62, but there are still times when it makes sense to do so.

10/31/2026

Happy Halloween! Wishing you a fun day filled with festive costumes, sweet treats and plenty of spooky fun.

10/26/2026

A deferred compensation plan can help you pay for retirement and other major expenses.

10/23/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at (435) 986-9222.

10/21/2026

Here’s a look at the places in the U.S. that have the most senior citizens.

10/19/2026

Traveling can be fun at any age. You just need a little preparation.

Address

1240 East 100 South #3
Saint George, UT
84790

Website

https://managedwealthadvantage.com/index.html

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