AWP & Private Wealth
Each client has unique needs. Complexity and privacy are a common thread.
Form a partnership with a team that specializes in handling the intricacies of your wealth across the spectrum.
High Net-Worth Retirees
Inter-Generational Family Wealth
AWP & Private Wealth
We’re with you for generations.
The average age of a financial advisor is 55 years old, and it is anticipated that approximately 40% of financial advisors will retire in the next 10 years.
We are not retiring anytime soon. We will be with your family for generations. Everybody talks about multi-generational planning; we actually practice it.
AWP & Private Wealth
Some seem to focus solely on investments. But they’re only one piece of the puzzle.
We don’t take a myopic approach to your wealth. Instead, we practice all-encompassing financial planning to make sure that you have all of your bases covered and to help you enter and enjoy retirement with confidence.
Your Unique Circumstances Guide Our Process
Understanding the ‘why’ helps us identify the issues that our work will address. Our planning process is integral to determining where and why the problem exists, how to fix it, how much it will cost you, how much it will save you, and what could happen if it goes unaddressed.
Our Private Wealth Management Process
Let’s get to know
PRIVATE WEALTH SERVICES
Investments are only one piece of the puzzle.
Life and Business changes, along with new opportunities occur throughout every year. These events impact your financial well-being and take on a domino effect, impacting investment risk/return considerations, tax, legal, estate, and asset protection requirements and outcomes. We offer a comprehensive approach to managing private wealth across the spectrum.
Asset Protection & Privacy Planning
AWP’s asset protection planning strategies aim to protect your family to the fullest extent from creditors, predators, taxes, divorce, and probate.
Tax Planning & Minimization
By analyzing the unique circumstances of your estate and employing creative strategies, AWP’s comprehensive and proactive approach works to minimize tax impact and protect assets.
Retirement Planning & Paycheck Replacement Strategies
Your retirement is for you to enjoy the lifestyle you’ve worked to establish for you and your loved ones––not getting bogged down with the management of your finances/investments. A partnership with AWP means we do it for you.
Whether for Public, Private or Real Estate investments, AWP uses research and analysis to determine which offerings are most attractive for your unique situation. AWP provides the flexibility to either manage portfolios both in-house, or by identifying, analyzing, and monitoring institutional-quality money managers.
Trust & Estate Planning
Whether you want to leave your assets to your loved ones or to your favorite charitable organization, AWP will work to design your estate planning strategy as a part of our overall family plan, collaborating with your legal and tax counsel to ensure that as much as possible is transferred to your heirs––not Uncle Sam.
Charitable Giving & Philanthropy
AWP can help you maximize the giving and the financial impact to the organizations that you care deeply about. Whether establishing Employing Donor Advised Funds (DAFs) or Charitable Trusts, AWP will guide you through the process to execute on your wishes.
Take a closer look at our partnerships.
Every wealth story is different. See how we approached some of our actual client partnerships.
CASE STUDY I
Domestic & International Tax Planning
saved in annual income taxes
reduction in capital gain taxes
CASE STUDY II
Domestic & International Estate Planning
increase in survivor income
increase in legacy
CASE STUDY III
Entrepreneur's Sale of Medical Practice to Private Equity
in annual federal tax savings
reduction in estate taxes
CASE STUDY IV
Multigenerational Real Estate Family - Investor/Developer
in capital gain taxes eliminated
in estate taxes avoided
CASE STUDY V
Corporate Executive & Sophisticated Investor
capital gain taxes eliminated
annual income tax savings
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