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 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.