Planning

Advisor explaining finance to husband and wifeIn order to create an effective long-term investment strategy, we look forward to getting to know you.  Where are you in life?  What circumstances and events impact your present and future goals?  What are your short-term and long-term financial goals?

A financial advisor who can relate to your situation can provide the experience and perspective to map an investment plan that is truly best for you.  We are a multi-generational team at AWM who have lived through many of the same life events as our clients, from paying off college loans and starting our own businesses, to caring for sick parents and planning our own retirements.  We also have an associate who is a CERTIFIED FINANCIAL PLANNERTM professional who has earned the credentials needed to cover the full range of issues that can affect a client’s financial future.