We are passionate about changing the lives of each client, one plan at a time and it is paramount that we understand your financial picture and how to improve it.
Addressing our client’s goals is why AWS exists as a cohesive team. Your financial priorities become ours and we won’t rest until effective strategies are in place.
The AWS team is strategically assembled with highly trained specialists in each segment of financial planning. We are advanced, outside the box thinkers.
Whilst planning, implementation and review are quintessential, maintaining our connection with clients who become part of the AWS family is equally important. Client appreciation events, socials and wine tastings are just a few of our scheduled engagements throughout the year.
What are your dreams and values? Whether you’re buying a home, preparing to send kids to college, accumulating for retirement, getting ready for retirement or simply building an emergency fund, these are all life changing situations. Allow us put things into perspective for you.
Once we know everything about you, we’ll align a portfolio with your corresponding short, mid and long term goals and risk tolerance. Your plan is dynamic and adjustable as time progresses.
* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commission or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
We are steadfast on the premise of having measurable goals. Annual in person reviews of your progress coupled with semi-annual phone touches enable us to stay in the loop. Tell us how we’re doing and what’s new in your life. All we ask is you DON’T KEEP US A SECRET!
“The art is not in making money, but in keeping it.” ~ Proverb
Our most important financial principle is contentment. It brings confidence and the freedom to be generous.
We stand firm on our commitment as a comprehensive resource for helping you navigate your financial roadmap. Addressing financial goals can be a daunting experience for some and a walk in the park for others, however we aim to simplify this process.