AMWM was founded to help families busy with challenging careers and home lives, and not always knowing where to turn for unbiased, quality guidance. The internet is a stew of information on financial advice, and most other financial advisors won’t answer the phone unless you bring a rich portfolio to the table. Our clients need a trusted partner who can help them figure out goals and priorities. W
e navigate the process of getting their kids into college and how to save on that huge expense. Together, we figure out what retirement looks like for their family, or if they want a new and different career, and how much money they’ll need for either course. Along the way, we make sure they’re preparing thoughtfully for new homes and cars, and taking proper advantage of their benefits at work. They don’t get a dusty, long, written plan to shove in the drawer—we implement these strategies so that they achieve financial independence and a sense of purpose in their lives.
