As an accredited Wealth Manager (AWM), I have demonstrated advanced knowledge of the firm’s wealth management process, including concentration in the areas of estate and trust planning, insurance solutions, and advanced investment strategies. Our services include but are not limited to:
- Trust document review
- Beneficiary designation check
- Business and retirement planning
- Charitable giving
- Long term health options
- Collaboration with other professionals, such as attorneys or accountants, to create better, more unified wealth strategies.
The AWM designation is a symbol of my continued commitment to providing you with the best investment advice and service possible.
Our philosophy is to maintain capital preservation and liquidity, while maximizing total after-tax returns. This is achieved through active duration management and sector selection. Our open architecture platform gives us the ability to achieve better execution.