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Our Services

At AWA Wealth Management, we offer access to and provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • ETF’s (Exchange Traded Fund)
  • Common Stock
  • Reit’s (Real Estate Investment Trust)
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Index, fixed and structured products

Financial Planning

  • Money Guide Pro
  • Estate Planning
  • College Planning
  • Tax Planning
  • Money Guide Pro (Financial Plan software)
  • Riskalyze (find your risk number)
  • Pension Planning
  • 401k Planning
  • Social Security Planning
  • Wealth Enhancement Strategies
  • Wealth Preservation
  • Charitable Giving
  • Wealth Transfer Strategies

Insurance

  • Life Insurance
  • Long Term Care
  • Disability Income

Account Types

  • Individual Retirement Account
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401k plans
  • 403b plans
  • 457 plans
  • 529 accounts
  • Profit Sharing Plans

Establishing Relationship

Our most important goal is to understand your needs and dreams for the future so we can work with you to pursue them. Our strongest relationships have lasted since we founded AWA WEALTH MANAGEMENT and that level of trust has given our clients great confidence. Our AWA Wealth Management, LLC Team has been with us for 19 years and provides our clients with service above and beyond.