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How We Work

Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of concepts.

We understand that dealing with money is one of the biggest challenges individuals and small businesses owners face.

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



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (904) 683-6211