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We Can Help You
Financial Planning

We Can Help You
Make a Plan

Through the creation of your financial plan, we provide you with the knowledge to make important life decisions and understand the potential financial impact.

Comprehensive Coverage

How Can We Help You Plan?

Financial Security

  • Bank & cash management
  • Budgeting
  • Debt pay down
  • Company benefits
  • Insurance coverage
  • Estate planning

Building Wealth

  • How much to save
  • Account types (401k, Roth, Trust)
  • Investment risk assessment
  • Tax efficiency
  • Cost control

Equity Compensation

  • RSU vesting & tax planning
  • ESPP strategy & timing
  • ISO & NSO option exercises
  • Concentrated stock diversification
  • AMT planning for ISOs
Tailored Approach

Which Life Stage Are You In?

Young Adults (25–45)

120+ households

Common Questions:

  • How much should we save each month?
  • Which house can we actually afford?
  • What's a smart, low-cost way to invest?
  • How much life insurance do we need?
  • How do we build wealth while raising a family?

Professionals & Executives

100+ households

Common Questions:

  • When should I exercise my stock options?
  • How do RSUs affect my tax bill?
  • What's the best strategy for my ESPP?
  • How do I diversify out of company stock?
  • How can we save more on taxes with equity comp?

Business Owners

80+ households

Common Questions:

  • How do I pay myself efficiently from my business?
  • What retirement plan is right for my business?
  • How do I separate business and personal finances?
  • What's my business worth, and how do I protect it?
  • How do I plan for an eventual exit or transition?
Niche Markets

Serving Female Clients

Divorcees, widows, and single women often prefer working with female financial advisors. We have a team of women assembled to serve this market and their unique needs.

A

Anna Bell Gall

Lead Financial Advisor

M

Manisha Gupta

Head of Financial Planning

N

Nikki Yates

Financial Planner

S

Sheila Schmitt

Head of Client Services

Our Process

How Does It Work?

01

Organize Everything

Live data feeds, spending tracking, investments, insurance docs, legal & tax docs

02

Education & Options

Goals & priorities, practical budgets, debt strategy, tax planning, risk management

03

Make Changes & Automate

Deploy cash, direct deposits, 401(k) strategy, investment changes, estate plan docs

04

Measure Results

Track spending, investments, cash balance, debt, and net worth over time

The AWM Difference

How is AWM Different?

We've built our practice around what we believe financial advice should be — client-focused, evidence-based, and delivered with care.

No sales pressure. We don't have a boss with quotas.
We pay attention to the little things that matter a lot.
We make practical recommendations from personal experience.
We coordinate with your CPAs, attorney, and other professionals.
We follow our own advice.
We don't have a minimum account size or requirements.
We use the most compelling evidence to construct investment portfolios.
We offer the latest technology to keep your financial info in one place.
Transparent Pricing

Fees Matter

New Client Financial Plan Setup

$2,500 - $10,000

Depending on complexity

Ongoing Financial Planning

$250 - $500/month

Continuous support and guidance

Schedule a Consultation

*Disclaimer: The fees shown are average or typical fees and are provided for informational purposes only. Actual fees may vary based on factors including, but not limited to, the scope of services provided, account size, complexity of the engagement, and other client-specific considerations.