American Wealth Management

A Legacy of Personalized Service and Performance

American Wealth Management (AWM) has been a trusted financial advisor for over three decades, providing individuals and institutions with tailored solutions to achieve their financial goals. Founded in 1990, AWM stands out in the industry by prioritizing personal service alongside exceptional performance, a philosophy embodied in our tagline, "Service and Performance."

Who We Are

Our team of experienced professionals, each with an average of 15 years of expertise, work collaboratively to create and execute customized investment strategies for each client. We firmly believe in open communication and transparent collaboration to empower our clients throughout the process.

What We Offer

At AWM, we tailor our services to your unique needs and goals. Our comprehensive offerings include:

• Wealth Management: Personalized portfolio management, including portfolio construction, risk analysis, and ongoing review and adjustment.
• Retirement Planning: Comprehensive plans to maximize retirement savings and achieve your financial goals.
• Investment Consulting: Guidance on navigating the complex financial landscape and making informed investment decisions.
• Institutional Solutions: Customized solutions for corporations, endowments, and other institutional investors.

Our Guiding Principles

Our firm operates under three core principles:

• Client-Focused Approach: Your success is our success. We prioritize understanding your goals and providing personalized solutions.
• Integrity and Transparency: We believe in clear and honest communication, adhering to the highest ethical standards.
• Ongoing Value: We actively monitor and enhance your portfolio performance to achieve lasting success.

Our Commitment

American Wealth Management is dedicated to providing exceptional client experiences and achieving outstanding results. We are committed to:

• Accessibility: Quick responses and personalized interaction are always available.
• Communication: We believe in clear and open communication, keeping you updated on all aspects of your financial plan.
• Innovation: We actively seek new and better ways to serve you and achieve your goals.