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We offer the greatest value to clients with complex situations that require our expertise and experience over many years. Our typical clients are:
If not, here are resources you might find helpful in your search for financial planners.
If you are similar to our typical clients, here are a few things you should know about us:
We are fiduciaries and CFP® professionals, which means we are legally bound to always place your interests above ours.
That’s in stark contrast to other “advisors” who are only bound by suitability – what’s suitable for you is often not in your best interest.
Our pricing is simple. We charge one fee for ongoing management of your investment accounts and financial planning.
Being a commission-free firm eliminates hidden fees and conflicts of interest.
We also accept a limited number of shorter-term, financial planning-only clients, with fees starting at $3,600.
Successful wealth management and financial planning are built on quality relationships in which clients think of us as a longer-term financial partner.
Even the limited number of our shorter-term, financial planning-only clients work with us for a minimum of 12 months, with fees starting at $3,600.
We manage portfolios according to each client’s unique goals and values but all share several major tenants based on Nobel Prize-winning research: portfolio construction, diversification, cost minimization, disciplined rebalancing, tax efficiency, and simplicity.
We focus on what investors have the most control over rather than try to beat the market.
While investment management is important to a successful plan, it is not the only factor. We take a holistic approach that includes retirement planning, college funding, taxes, insurance, estate planning, employer benefits, and charitable giving.
Whether you meet with us in person or virtually, you’ll work with the entire AMWM team of male and female financial planners and staff.
Multiple planners often work on client projects so we can draw on different experiences and opinions.
Schedule your 30-minute call.
In that no-obligation conversation, tell us about your situation, and we'll let you know if it matches our expertise.
After that, we’ll meet in person or virtually to discuss your needs and any concerns. There won't be a sales pitch or any pressure to say yes; we only work with clients who sincerely want to work specifically with us.
We'll follow up in a few days to find out how you’d like to move forward. We want you to take some time to decide since we are looking for long-term client relationships.
If we are fortunate enough to be chosen by you, we'll explain next steps. If you decide to go a different route, no hard feelings! We can even refer you to other fee-only, fiduciary planners we trust.
What to expect in your first meeting