Most "financial advisors" reduce your life down to only the investments their company allows them to manage and charge on. AWM knows that is just a piece of the puzzle and rarely the main driver of wealth. AWM's focus is on helping you maximize your return on life and overall net worth. It's about wealth creation which comes through your greatest asset: YOU.
As a business owner, your greatest opportunity for return may be reinvesting in the business. As an athlete, it's investing in your body and mastering your craft. Financial advice is nothing less than your investments; it's just so much more. True financial advice involves everything money touches.
Earn
The truth is that money issues don’t magically resolve themselves if you accumulate more of it. Instead, we work with you to prepare to effectively handle the issues that often accompany affluence. We will help you build sustainable money habits over a lifetime.
Save
How much is enough? We help you plan for maximum impact over the long term in all areas of your wealth.
Grow
Find financial freedom that is not dependent solely on your performance on the field or in the boardroom, but expands to other areas as well.
Share
There is huge value to giving back that extends far beyond simply tax benefits. Instead, it’s about leaving a legacy and making an impact on programs, ideas, and initiatives you care about. As part of the AWM community, we help you establish a well-planned giving process and philosophy that includes multiple strategies such as direct, donor advised funds, trusts, and foundations that can cover areas important to you such as social, environmental, faith-based and more.
Protect
The world wants what you have and there are those who will use any means to get it. We are here to help shield and advise you against highly speculative investments, predatory scams, and any other asset-draining influences that come your way.
Although we differentiate our services individually, our true power is in how we combine them together.
If you’re ready,
let’s get to work.
Image of the athlete is a client of AWM Capital. No compensation was provided for any implied testimonial or endorsement. There are no material conflicts of interest.
