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Family Wealth

AWM prioritizes collaboration. We work with you to create strategies that optimize your wealth. As the owner and CEO of your wealth, you are at the forefront of every decision.

ELITE WEALTH MANAGEMENT FOR SUCCESSFUL FAMILIES

A FAMILY APPROACH
TO WEALTH MANAGEMENT

We believe in a family approach to wealth management. We believe our client’s wealth is more than just their money. Our client’s wealth is their family, their legacy and the future of the people, communities, and causes they love. We believe that wealth is the embodiment of our client’s hard work, experiences, values and passions. Our clients entrust us with more than assets, which is why our team is dedicated to protecting and enhancing all areas of their financial life. 

YOUR LIFE IS UNIQUE.
YOUR FINANCIAL PLAN SHOULD BE, TOO.

AWM prioritizes collaboration. We work with you to create strategies that optimize your wealth. As the owner and CEO of your wealth, you are at the forefront of every decision. By following a series of key components to increase your family value, we begin with a comprehensive wealth management framework. Mainly focused on proactive investment management, structured with a custom advanced plan to address your concerns that extend beyond investments. 

Help Meet Needs At Every Life Stage

GOALS-BASED
WEALTH PLANNING

Our team works with you to assess your household income needs and develop comprehensive plans with an emphasis on sustainability and your family’s long-term goals.

ESTATE AND TAX
PLANNING

We help you create estate transfer strategies with an emphasis on tax efficiency.

RETIREMENT PLANNING

We design retirement strategies with an emphasis on tax mitigation, insurance planning, long-term goals and charitable giving.

WEALTH TRANSFER AND TRUST SERVICES

We work with you and your family to create wealth transfer strategies designed to preserve family values and educate the next generation on financial and investment best practices.

How We Build Your Family Value

Complimentary discovery process to gain a clear understanding of your current financial situation and what your ideal financial world looks like. We review your financial history, concerns, and objectives. This is the first step toward determining if we can add real value to your family.

Complimentary “Stress Test” to provide clear solutions to help you on the path to
your ideal financial success. Our detailed and confidential “Stress Test” allows us to respond with a valuable analysis of your existing approach, identifying any gaps between where you are now and where you’d like to be, and finally proposing a process for moving forward to bridge those gaps.

Detailed written plan to position your investments and provide ongoing, proactive management designed to produce the most effective plan of action to lead you to reach your financial goals. This step lays the foundation for a successful process.

An investment policy that prioritizes active risk management aiming to preserve your wealth. By establishing an appropriate asset allocation for your investment portfolio, this is the starting point to a thoughtful investment policy. We will help you establish an asset allocation based on your risk tolerance and preferences.

Once we have a sound investment plan in place, we focus on procuring a custom advanced wealth plan to address your concerns beyond investments:

  • Tax Mitigation Strategies
  • Lifetime Cash Flow Planning
  • Wealth Transfer
  • Asset Protection
  • Charitable Giving

Regularly scheduled progress meetings to systematically track your progress and arrange your financial affairs to achieve your ideal financial world. We are firm believers in “partnering” with our clients and their other experts. We act as a resource to educate you regarding all aspects of your wealth management plan so you can be an active participant and not a spectator.

Access to a virtual family office, a network of experienced and credentialed experts in their field; taxes, legal, insurance, lending, and more.

Ready To Secure Your Family's Future?

Jumpstart your family’s success and click the contact button below to begin your journey of financial security.