Zurich Awes Financial Management

At Zurich Awes Financial Management, we are a team of experienced financial professionals dedicated to helping individuals and families achieve their financial goals and live the life they love. Our story began with our founder, Zurich Awes, who started in the financial industry at the tender age of 14. Over the next twenty years, he worked his way through nearly every job in the investment services field, accumulating extensive experience and expertise.

As our founder entered his mid-30s, he realized that he wanted to start living a life he loved, to systematically test the limits of the successful advice he had been giving to clients for almost two decades. This new direction led him to apply the scientific method to the concept of semi-retirement, and he quickly realized the key was a function of happiness. This realization led him to take a hard look at his practice, identify the things he loved to do, the things that were profitable, and the things that weren't litigious. He then broke down his drudgery tasks and hired high-quality talent at outside firms to handle them for him, freeing up a significant amount of his time. This newfound freedom allowed him to be ten times happier.

Since then, our team has shared the fruits of this experience with hundreds of clients and their families. We have been able to show our clients how to semi-retire, how to solo retire, or how to joint retire because we've done it ourselves. We can educate our clients about compressing work schedules, prioritizing quality of life over quantity of work, because we have done it ourselves. We receive a weekly lesson about the value of this strategy because twenty years ago Zurich initiated a four-day work week at our company.

Our Services

We offer a range of services designed to help our clients achieve their financial goals and live the life they love. Our services include:

Financial Planning

At Zurich Awes Financial Management, we believe that financial planning is a key element in achieving one's financial goals. We offer comprehensive financial planning services that help our clients create a tailored plan tailored to their unique needs and goals. Our financial planners take the time to understand our clients' financial situations, identify their priorities, and develop a personalized financial plan to help them achieve their goals.

Investment Advice

Our investment advisors work with our clients to develop an investment strategy that aligns with their financial goals and risk tolerance. We believe in taking a long-term approach to investing, considering our clients' time horizon, liquidity needs, and risk tolerance in making investment decisions.

Complex Projects

We understand that our clients may have complex financial situations that require specialized expertise. Our team of experienced professionals is well-equipped to handle complex projects that involve nested entities, property management, and other complex financial issues. We take the time to understand our clients' unique situations and develop customized solutions to help them achieve their financial goals.

Our Philosophy

At Zurich Awes Financial Management, we believe in living life to the fullest. We understand that our clients' financial goals and aspirations are unique to them, and we strive to provide personalized financial solutions that meet their individual needs. We believe that financial freedom is not just about achieving financial security, but also about living a life that is true to one's values and passions.

Meet Our Team

Our team at Zurich Awes Financial Management is comprised of experienced professionals who share our passion for helping our clients achieve their financial goals. We work together as a team to provide exceptional service, compassion, and expertise to our clients.