What is the AWMA®?
The AWMA® is a professional designation for financial advisors. Having the AWMA® means your advisor has a specialized education in advanced investment products, income tax strategies, and estate planning tactics for High Net Worth clients.
What is an AWMA® designee different?
Making crucial wealth management decisions can seem like an insurmountable task. These decisions involve not only investments but also insurance, tax, retirement, and estate planning. Managing a person’s total financial situation encompasses a myriad of wealth management choices and strategies to service a variety of needs. You’ve worked too hard saving for your family’s future to trust just anyone with your financial needs.
An AWMA® Knows how to Manage Wealth.
AWMA® designees distinguish themselves by identifying opportunities not only in investment planning, but also by making comprehensive recommendations to meet a broad range of your financial goals- from saving for your children’s college education to reducing taxes to building a nest egg for your retirement. With all of the complex financial planning information available today, an AWMA® designee can give you knowledgeable advice on the best assets and strategies for your total financial needs.