Your Unique Circumstances Guide Our Process

Understanding the ‘why’ helps us identify the issues that our work will address. Our planning process is integral to determining where and why the problem exists, how to fix it, how much it will cost you, how much it will save you, and what could happen if it goes unaddressed.

Compass

Our Private Wealth Managment Process

Personal Consultation: A casual, no-pressure meeting to get to know each other and understand your goals and concerns. Discovery: Review of your personal scenario, including Estate Planning, Asset Protection, Income Protection, Cash Flow, Tax Planning & Retirement. Recommendation: Based on a review of your financial plan, our retirement projections, and analysis. Implementation: Determination on how to proceed. Completion of any paperwork. Monitoring: Review of your financial plan on an ongoing basis. Re-evalutaion with occurance of life changes. Personal Consultation: A casual, no-pressure meeting to get to know each other and understand your goals and concerns. Discovery: Review of your personal scenario, including Estate Planning, Asset Protection, Income Protection, Cash Flow, Tax Planning & Retirement. Recommendation: Based on a review of your financial plan, our retirement projections, and analysis. Implementation: Determination on how to proceed. Completion of any paperwork. Monitoring: Review of your financial plan on an ongoing basis. Re-evalutaion with occurance of life changes.

Let’s get to know each other.

SCHEDULE CONSULTATION

PRIVATE WEALTH 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.

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.

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.

Retirement Planning & Paycheck Replacement Strategies

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.

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.

Trust & Estate Planning

Whether you want to leave your assets to your loved ones or to your favorite charitable organization, AWP will work to design your estate planning strategy as a part of our overall family plan, collaborating with your legal and tax counsel to ensure that as much as possible is transferred to your heirs––not Uncle Sam.

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.

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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