AWG Wealth Management is an independent wealth management firm that offers comprehensive financial planning and advisory services to select individuals, families and businesses.
EXPERIENCED, UNBIASED ADVICE ON AN OBJECTIVE BASIS
As a private, non-proprietary financial services firm, we are uniquely positioned to provide experienced, unbiased advice on an objective basis. We are not restricted to any investment product or service and work exclusively for the benefit of our clients. In fact, as an Investment Advisor Representative working with the Registered Investment Advisor, SCF Investment Advisors, we have a legal fiduciary obligation to act in each client’s best interests.
We believe in maintaining long-term relationships and providing continued advice as we work with you to formulate a plan that reflects your objectives, goals and personal legacy. We strive to find the right balance between growing your assets and protecting you and your family from undue risk.
We partner with your professional advisors and establish an investment policy. Our combined objective is to help develop a comprehensive solution for your unique needs and aspirations.
Our mission is to be recognized by our clients and colleagues as the premier provider of wealth management, estate planning, and client advisory services.
HIGHLY PERSONAL ADVICE THROUGHOUT ALL STAGES
There are three stages to wealth management: accumulation, preservation, and distribution. Our unique ability to provide highly personal planning, advice, and service throughout all three stages is enhanced by incorporating your professional advisors each step of the way
All aspects of your wealth planning must work in harmony, and this can only be accomplished when professional advisors from the various disciplines are working in tandem for you, with your best interest as the central theme.
Wealth accumulation, preservation and distribution is concerned with much more than just making investments. Goals need to be quantifiable, realistic, and achievable. Assets and income should be managed to provide optimum returns, with a laser focus on tax implication and risk tolerance. Adequate levels of liquidity need to be maintained to provide for emergencies and opportunities. If businesses are involved, business continuity plans should be designed and effectively maintained.
A PROVEN AND INTERACTIVE 6-STEP PROCESS
Our financial planning services are designed to offer advice on a range of financial subjects. The following 6 Step Process guides clients through this interactive approach.
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