AWM exists to serve our clients within a comprehensive framework. We strive to be an example to a broken financial industry of what a multi-family office could look like that is fiercely loyal to its clients, has an extreme depth of experience and expertise with the clients we serve, and constantly seeks to innovate this comprehensive view of wealth that prepares clients for the future and encourages them to use their wealth for maximum impact.

As former athletes and certified wealth experts, they were convinced that the traditional model of financial advice for athletes was broken. They saw the stats that athletes are four times more likely to file bankruptcy, twice as likely to be divorced, and frequently end up squandering millions due to fraud, high fees, and unqualified advice. They heard the stories of athletes who blew through all their money before they retired, others who had been injured but didn’t understand how to get adequate protection, and even some who had made the right decision to hire a “financial advisor,” but the financial industry had completely failed them.

As AWM continued to grow, they connected with and expanded their business model to include founders, VCs, and key startup employees who also encountered the same problem as athletes with a broken financial industry that was not serving their best interests.

What truly set Erik, Brandon and Robby apart was their deeply rooted belief that wealth goes well beyond the financial. At AWM, we believe that true wealth is a comprehensive integration of financial, social, physical, relational and mental capital. It is this integrative approach that truly sets us apart from traditional wealth management firms.