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AWA's Products & Services

We provide assistance in the following areas:

Private Wealth Consulting

We create a customized financial plan for every client to address their unique goals. Each plan follows a disciplined methodology that identifies a client's financial objectives and implements strategies designed to fulfill these objectives.

  • Cash Flow Analysis
  • Net Worth Analysis
  • Asset Allocation
  • Tax Plans
  • College Planning
  • Monte Carlo
  • Philanthropic Strategies
  • Managing Incentive Stock Options
  • Debt Management
  • Protecting or converting low cost basis security holding
  • Estate Plans

Small to Mid-Sized Business Consulting

AWA partners with small to mid sized businesses to help provide customized retirement plans. We also provide a complimentary review of all employee benefits to make sure you have the appropriate package for your employees.

  • 401(k) Planning
  • 403(b) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Business Succession Plans

Investments

  • Bonds
  • Common Stock
  • Socially Responsible Investments
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Fixed Indexed Annuity

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance