American Wealth Advisors

American Wealth Advisors is a Registered Investment Advisory Firm serving affluent investors and institutions with their wealth management needs. Driven by a commitment to financial wisdom and positive impact, we operate as a private multi-family office, offering personalized guidance and tailored solutions to each client.

Our Team and Expertise

Our team comprises experienced professionals led by Darrell T. Roberts III, a seasoned financial services veteran with over thirty years of industry experience. We leverage diverse expertise in wealth management, investment strategy, tax planning, and risk management to craft customized solutions for our clients. We believe in open communication, collaborative partnerships, and empowering clients through financial education.

Comprehensive Wealth Management Services

We offer a comprehensive range of services designed to meet the unique needs of each client. These include:

• Investment Management: Creating and managing diversified portfolios aligned with individual goals, objectives, risk tolerance, and potential for regret.
• Tax Planning: Working in collaboration with independent CPA firms, we leverage tax expertise to minimize tax liabilities and optimize wealth growth.
• Retirement & Estate Planning: Developing strategies for secure retirement planning and comprehensive estate management.
• Philanthropic Services: Assisting clients in aligning their financial resources with meaningful philanthropic endeavors.
• Qualified Plan Consulting: Providing guidance on maximizing retirement plans and unlocking their potential.

Dedicated and Personalized Attention

We differentiate ourselves by offering direct access to our President and CIO, ensuring personalized attention and responsive communication throughout the wealth management process. We operate on a foundation of transparency and accountability, prioritizing client interests above all else. Our partnership with Fidelity Investments Institutional Wealth Services strengthens our commitment to secure custody and open architecture for comprehensive wealth management.

For further insights into our services, investment philosophy, team biographies, or to schedule a consultation, explore the rest of our website or contact us directly. We look forward to learning about your financial goals and helping you achieve lasting success.