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. Our team’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.
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Although we customize our services individually, our true power is in how we combine them together.
You have worked hard for your money, which is why it never feels good when you see how much you lose to taxes. Unfortunately, most players neglect ongoing tax planning, which results in paying more in taxes than they should. For those in the highest tax bracket, they are losing between 40% to 50% of their income to taxes, contingent on their state residency. For those in lower tax brackets, they are losing out on the opportunity to build future tax-free investment growth and income.