Choosing the Right Path
for Your Plan
Evidence-based portfolio construction tailored to your goals, timeline, and risk tolerance.
Questions You May Have
These are the questions we hear most often from clients. We're here to help you find the right answers.
How Can We Help You Invest?
Education & Research
- How markets work
- Historical return factors
- Trends & innovations
- Understanding risk
- Investing psychology
Integration with Planning
- Purpose
- Timeline
- Account selection (401k, Roth, 529, etc)
- Required returns
- Risk budgeting
Custom Design
- Strategy preferences
- Allocation choices
- Investment styles
- Mutual funds, ETFs, etc
- Private investments
Execution
- Minimize taxes
- Manage all fees
- Rebalance
- Dividend strategy
- Cash inflows/withdrawals
Measure Everything
- Total portfolio performance
- All accounts in one view
- Includes private investments
- Helpful charts & graphs
- Market insight
Our Investment Philosophy
These are the core beliefs that guide every portfolio we build and every recommendation we make.
Simplicity First
Start with simple & practical strategies. Only add complexity if it is definitely worth it. Complexity often creates hidden costs and confusion without meaningful benefit.
Cash Flow is the Foundation
Daily decisions about cash and cash flow make a BIG long-term impact. Have plenty of access to cash before tying up investments — liquidity is an asset.
Sequence Matters
The planning sequence matters. Each decision impacts the next, creating a compounding effect. Getting the order right can mean the difference between success and costly mistakes.
No Single 'Right' Way to Invest
There is no single correct way to invest, but there are many bad ways. We use the most compelling evidence to construct portfolios — not trends, not emotion.
Diversify Before You Need To
Diversification only works if it's in place BEFORE the market turns. Waiting until volatility arrives is too late — we build resilient portfolios proactively.
Tax Strategy is Year-Round
Tax strategy needs to happen throughout the year, not just at tax time. Proactive coordination with your CPA can dramatically improve after-tax returns.
How is AWM Different?
We've built our practice around what financial advice should be — client-focused, evidence-based, and delivered with care.
No Sales Pressure
We don't have a boss with quotas. Our only obligation is to you. Every recommendation we make is driven by your best interest, not a product commission.
We Pay Attention to the Details
The little things matter a lot in wealth management. Small optimizations in fees, taxes, and timing compound into meaningful results over time.
Practical, Personal Recommendations
We make recommendations from personal experience — we follow our own advice and invest alongside our clients using the same strategies we recommend.
We Coordinate Your Full Team
We work alongside your CPAs, attorneys, and other professionals to make sure every piece of your financial life is working together efficiently.
No Minimum Requirements
We don't have a minimum account size or requirements. We serve clients based on fit and commitment, not arbitrary asset thresholds.
Evidence-Based Portfolios
We use the most compelling academic evidence to construct investment portfolios — not market trends or speculation. Our approach is disciplined and time-tested.
Technology That Works for You
We offer the latest technology to keep your financial information in one place — giving you a clear, real-time picture of your complete financial life.
Investment Management Fees
Simple, transparent pricing that scales with your portfolio
*A minimum fee of $250/month for ongoing planning applies in addition to the managed assets fee.