Broker Check


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 Planning
  • College Planning
  • Monte Carlo analysis
  • Philanthropic Strategies
  • Managing Incentive Stock Options
  • Debt Management
  • Preserving or converting low cost basis security holding
  • Estate Planning

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


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


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