Athene Wealth Management

At Athene Wealth Management, we understand that managing your finances can be a daunting task. That's why we're here to help you navigate the complexities of investing and planning for your financial future. Our team of experienced financial professionals is dedicated to providing personalized guidance and tailored solutions to help you reach your goals.

Our Philosophy

We believe that every individual has unique financial goals, values, and aspirations. Our approach is centered around understanding your needs, values, and dreams, and then developing a customized plan to help you achieve them. We're not focused on selling products or meeting monthly revenue goals - we're committed to keeping your best interests in mind.

Our Mission

At Athene Wealth Management, our mission is to empower individuals and families to make informed decisions about their financial futures. We're dedicated to providing exceptional service, expert guidance, and innovative solutions to help you achieve your financial goals and live the life you deserve.

Our Process

Our comprehensive process is designed to help you reach your financial goals. We start by getting to know you, understanding your values, goals, and aspirations. From there, we work together to develop a customized plan that takes into account your unique financial situation, risk tolerance, and investment objectives.

Services and Added Value

We offer a wide range of services, including:

• Retirement Planning: We'll help you create a customized plan to ensure a secure and comfortable retirement.
• Estate Planning: We'll work with you to develop a comprehensive estate plan that protects your assets and ensures your legacy.
• Investment Management: Our experienced professionals will work with you to develop a customized investment strategy tailored to your goals and risk tolerance.
• Tax Planning: We'll help you minimize your tax liability and maximize your savings.
• Social Security Strategies: We'll work with you to optimize your Social Security benefits and ensure you're receiving the maximum possible income.
• Tax-Saving Strategies: We'll help you identify and capture opportunities to reduce your tax liability and maximize your savings.

Our Team

At Athene Wealth Management, we're proud of our experienced and dedicated team of financial professionals. Our team is commitment to providing exceptional service, expert guidance, and innovative solutions to help you achieve your financial goals.

LPL Financial

We're proud to be affiliated with LPL Financial, a leading provider of financial services. LPL is founded on the principle that the firm should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve, supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide.

Get Started

Take the first step towards achieving your financial goals today. Schedule a meeting with us to learn more about our services and how we can help you navigate the complexities of financial planning and investing.