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 team strives to provide our clients with exceptional service.
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
MoneyGuidePro Estate Planning College Planning Tax Planning Riskalyze / Investment risk Pension Planning 401k Planning Social Security Planning Wealth Enhancement Strategies Wealth Preservation Strategies Charitable Giving Wealth Transfer Strategies
ACCOUNTS
Traditional IRA Roth IRA SEP IRA Simple IRA 401k plans 403b plans 457 plans 529 accounts Profit Sharing Plans
