Founded by industry veteran V. John Threlkeld, Advantage Wealth Advisors combines decades of financial expertise with a client-centric approach. The firm is dedicated to providing comprehensive wealth management services that align with clients’ unique financial goals and values.
Discover how Advantage Wealth Advisors helps advisors protect their legacy and clients during the next chapter of their journey.
Based in Alamo, California, Advantage Wealth Advisors specializes in serving high-net-worth and mass affluent individuals, families, and business owners. The firm offers customized, risk-appropriate investment strategies designed to protect, grow, and transfer wealth efficiently. Their services encompass financial planning, investment management, risk management, and estate and legacy planning.
Meet the people behind Advantage Wealth Advisors, experienced professionals who lead with integrity and a shared commitment to preserving your client relationships, team culture, and legacy.
President & Founding Partner
With over 28 years in the financial services industry, John has held positions at PaineWebber, Dean Witter Reynolds, Morgan Stanley, and UBS Wealth Management. He is a Certified Wealth Strategist® and holds Series 7, 24, 63, and 65 licenses with LPL Financial. John’s educational background includes studies at Pepperdine University, Loyola Marymount University, and the University of California, Berkeley, focusing on business finance and mathematics. A U.S. Air Force veteran, John brings discipline and dedication to his client relationships.
Advantage Wealth Advisors is ideal for:
The firm emphasizes a personalized approach, which ensures that each client’s financial plan aligns with their specific goals and circumstances.
Transitioning to Advantage Wealth Advisors is a seamless process, guided by a team committed to understanding and prioritizing your financial objectives.
Clients can expect:
The firm’s alignment with LPL Financial provides clients with access to a broad range of resources while maintaining the personalized service of a boutique advisory firm.
Advantage Wealth Advisors doesn’t just earn client trust. They also keep it through the transition and beyond. Here’s what clients have said after working with their team:
“I liked Shad right away — he’s local, approachable, and someone my clients can actually meet. BlueCrest says all the right things, and frankly, they do financial planning better than I ever did.”
Bob H.
For advisors considering succession planning, Advantage Wealth Advisors offers:
The firm’s structure allows retiring advisors to confidently entrust their clients to a team that upholds the same standards of excellence and care.
If you’re exploring options for succession or seeking a firm that aligns with your commitment to personalized client service, Advantage Wealth Advisors welcomes the opportunity to connect.
CERTIFIED EXIT PLANNING ADVISOR
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand your valuation in today’s market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Meet with 2-3 buyers we’ve sourced & hand-selected based on your preferences to determine the best fit.
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
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