Whether you are a professional athlete, successful entrepreneur or a well-established individual the busy and complex nature of your life demands a customized and unified solution.
Personalized, All-encompassing approach
The comprehensive scope of our services and experience allows us to say, “Yes, we can take care of that”, regardless of how broad-based or singular your needs may be. Integrating financial, business and lifestyle management.
Sophisticated planning, simplified execution
Our integrated approach and tax-efficient investment strategies offer a simple, but sophisticated way to maximize long-term success over the rest of your life and even multiple generations.
High quality advice on your terms
You set the schedule for our meetings, not the other way around. Whether you prefer to meet annually, quarterly or check in monthly, that’s okay with us. Email, call or text whenever a question pops into your head and you want answers now. It’s that easy.
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Reasons to Sign up
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Are We An Ideal Match To Work Together?
For most people, life brings many changes—in the economy, your career, health status, births and deaths. Having an ongoing relationship with a financial team who knows your history, personality, priorities and financial situation is invaluable when important decisions need to be made. Do Any Of The Following Describe You?
Sudden money from a signing bonus, an IPO, or sale of a company
A significant increase in your financial wealth presents wonderful opportunities and serious responsibilities. Before making any big decisions about how you will spend, save, share, or invest the windfall, it is important to develop a thoughtful plan. Our financial life planning approach is the perfect way to begin this process. Understanding your core values and articulating clear goals helps maximize the opportunities while avoiding common pitfalls, such as ignoring associated tax liabilities, overspending, or negatively impacting important relationships. Since windfalls are typically a once in a lifetime opportunity it is important to get it right the first time. Our integrated approach and tax-efficient investment strategies offer a simple, but sophisticated way to maximize long-term success over the rest of your life and even multiple generations.
Stock options and other equity compensation planning
We have extensive experience working with employees of startup companies both before and after an IPO. We routinely help clients evaluate their Incentive Stock Options (ISO), Non-qualified Stock Options (NQSO), Restricted Stock Units (RSU), Employee Stock Purchase Plans (ESPP), and Restricted Stock.
It can be very difficult to gain access to the best financial teams without already having significant investable assets. A core AWM principle is to invest in the future generation of trailblazers. We work with a number of young professionals who are serious about making wise financial decisions from the beginning. We would love to speak with you and have occasionally reduced or waived minimums if there appears to be a good long-term fit.