AWP & the Entrepreneur

Managing your wealth can quickly become a full-time job.

How much longer are you willing to shoulder the burden alone?

“Entrepreneurs and CEO Founders have unique planning challenges. I know. I am one.”

Steve Olson, CFP®, AEP®

CEO | Family Wealth Advisor

Steve Olson

Identify
and remedy vulnerabilities.

No matter how exceptional your financial, accounting and legal professionals may be, when acting on their own, their efforts are disjointed – frequently putting you at a disadvantage.

Most won’t admit they lack the multidisciplinary expertise to identify all the potential holes within the wider framework of your plan.

Flag on a beach

We identify gaps and inefficiencies driven by:

a lack of expertise, a lack of team member colloboration, a lack of understanding about how each area of your wealth relates, a lack of understanding of your goals and competing priorities, unethical compensation methods, a lack of understanding of the competing priorities of each professional a lack of expertise, a lack of team member colloboration, a lack of understanding about how each area of your wealth relates, a lack of understanding of your goals and competing priorities, unethical compensation methods, a lack of understanding of the competing priorities of each professional

What could be
holding you back?

LET US SHOW YOU

Discover missed opportunities.

Through our thorough review process we will help you get more organized, identify and correct missed opportunities and educate all those involved with four main goals in mind:

  1. Identify areas to save you money
  2. Protect your income and your assets
  3. Continue to grow your assets
  4. Promote your life enjoyment

ENTREPRENEURIAL SERVICES

Investments are only one piece of the puzzle.

Life and Business changes, along with new opportunities occur throughout every year. These events impact your financial well-being and take on a domino effect, impacting investment risk/return considerations, tax, legal, estate, and asset protection requirements and outcomes. We offer a comprehensive approach to managing private wealth across the spectrum.

Succession Planning

AWP ensures a smooth transition when passing the family torch through our expertise in Business Transfer Strategies, Business Valuation, Insurance and Risk Management Mitigation, Section 1031 exchanges and Delaware Statutory Trusts (DSTs).

Asset Protection & Privacy Planning

AWP’s asset protection planning strategies aim to protect your family to the fullest extent from creditors, predators, taxes, divorce, and probate.

Charitable Giving & Philanthropy

AWP can help you maximize the giving and the financial impact to the organizations that you care deeply about. Whether establishing Employing Donor Advised Funds (DAFs) or Charitable Trusts, AWP will guide you through the process to execute on your wishes.

Portfolio Management

Whether for Public, Private or Real Estate investments, AWP uses research and analysis to determine which offerings are most attractive for your unique situation. AWP provides the flexibility to either manage portfolios both in-house, or by identifying, analyzing, and monitoring institutional-quality money managers.

Retirement Planning

Your retirement is for you to enjoy the lifestyle you’ve worked to establish for you and your loved ones––not getting bogged down with the management of your finances/investments. A partnership with AWP means we do it for you.

Tax Planning & Minimization

By analyzing the unique circumstances of your estate and employing creative strategies, AWP’s comprehensive and proactive approach works to minimize tax impact and protect assets.

Take a closer look at our partnerships.

Every wealth story is different. See how we approached some of our actual client partnerships.

Let's get the conversation flowing.

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