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What to Expect

 

From the moment you walk into our office, or speak with one of our team members on the phone, you will feel the warm, genuine and caring attitude that comes from a highly-engaged team of individuals who are sincerely interested in getting to know you, and understanding how we may help improve your life in some way. We truly care about our clients as much as we care for each other, and take every step necessary to ensure the trust you place in us is never taken for granted.

We take a team based approach

At AWM rather than having just one Financial Advisor working on your behalf, you are served by a highly experienced team of professionals dedicated to providing highly personalized, responsive, and impeccable care to you and your family. Each member of your team brings a distinct area of expertise and experience that collectively provides you with a highly collaborative and engaging team of professionals to help you confidently get to where you want to be.

We provide holistic planning

At AWM we believe financial planning and investment management are intertwined, your investment goals and objectives perfectly aligned with your financial plans and desired lifestyle. Once we understand your individual needs, we work to provide clear options that address every aspect of your financial future.

We leverage technology to work collaboratively with you

Financial and retirement planning are not events, but processes used to guide you toward attaining your desired lifestyle, and your specific financial and investment objectives. Being financially organized is the first step to developing a workable plan towards their achievement. To that end we create for you a Personalized Website that provides you with a consolidated view of your complete financial life, updated daily, and available to you 24/7 from your desktop, or mobile device.

The interactive site allows you to monitor your investment funds, track the progress towards the achievement of your goals, know your net worth, and if desired, manage and track your budgeting and spending habits. In addition, you can run “what if” scenarios on a variety of planning strategies, and work collaboratively with your advisor, remotely, in real time, to make adjustments to your plans as your life unfolds, or circumstances change.

We stay in touch

As a client, the number of review meetings you desire, and the manner in which you prefer they are held, either in person, over the telephone, or through live video chats, is entirely up to you. We want you to feel comfortable and confident at all times in how your investments are being managed, your planning strategies are progressing, and what our thoughts are regarding the impact of things that may be happening in the world around you.

We also engage our clients frequently through personalized communications, social media, and a variety of interactive, educational workshops and webinars offered throughout the year.