We Are Not For Everyone
Our community are the trailblazers, the luminaries, the elite, those at the top of their field and the best at their craft. We serve those in pursuit of elite performance on the field, in the boardroom, in their community and everywhere in between. Those who understand the value of determination, perseverance, grit and a hard day’s work. Those for whom passion and practice know no separation.
The Stakes Are High
What separates our community from the competition is measured in seconds, inches, high stakes deals, and balls and strikes. There is little time and capacity for anything else. Money is not their primary driver but a byproduct of their passion or craft. Unfortunately, professional success doesn’t automatically translate to the money game. Fortunes are lost every year by uninformed clients and poor advice from unqualified advisors.
With Opportunity
Comes Complexity
The Modern Family Office
Our team is uniquely equipped to serve our partners, because we’ve been there, too. Our team is made up of financial experts who are also entrepreneurs, founders, business owners, and former athletes. We understand the complexities of operating on the field, and in the boardroom. We have the experience and expertise to maximize all areas of your wealth.
Organizing and Managing Your Entire Net-Worth
We coordinate every aspect of our clients’ wealth; providing virtually every service they could possibly need. Our approach is tailored to the individuals who make up our community, and our team is uniquely equipped to serve our partners because we’ve been where they’re at.
Your situation is unique, your solution should be too. We get it.
You’ve worked hard to get here, and we’ll work even harder to get you to the next level. We believe that true wealth is more than just financial, but includes your social, relational, financial, intellectual and physical capital. Your situation is unique, your solution should be, too. We get it.
All images of people on this page are of employees or stock photos. No compensation was provided for any implied testimonial or endorsement. There are no material conflicts of interest. For stock photos it is not known if these persons are familiar with AWM or would endorse our services
