Why AWM?
Management team has extensive
experience in the Wealth Management I
ndustry
Having worked at large banks, a boutique advisory firm and in depth knowledge discount brokerage space, we are able to leverage all of our expertise to make sure our clients are taken care of holistically.
As an independent fee-only
registered investment advisor we are
not compensated to sell investment
products
This model allows for our interests to be fully aligned with those of our clients as opposed to shareholders of a large institution.
Independent investment offering
tailored to your individual situation
Our business model allows for flexibility across a wide range of investments according to your goals.
Access to your own personal Chief I
nvestment Officer (CIO)
Have a question about real estate, mortgages, long-term care insurance, life insurance, retirement, business lending, or tax strategies? As your advisor, we don't limit our advisory services to the assets we manage.
Established professional network
Over the years, Brandon has developed relationships with professionals in the fields of tax and estate planning, investment research, asset management, banking, and risk management. He has a non-biased approach making your financial life better.