MAKE BIG PLANS

We'll help you see them through

 

MAKE BIG PLANS

We'll help you see them through

 

MAKE BIG PLANS

We'll help you see them through

Life isn’t about money, it’s about what you do with it.

At American Wealth Management, we want to help you with your financial health so you can broaden what’s possible and obtain the life experiences that mean the most to you. We will help you set and achieve your lifelong financial goals through a customized financial strategy that reflects who you are, what you value and, ultimately, gives you the financial freedom, savings for retirement, and emergency funds to live your way.

Ready to get started with your financial health?

Our Approach to Financial Health

Through four simple steps for financial health—goal identification, plan development, strategy selection, and transparent communication—we will work to understand your aspirations and devise a plan that checks every box on your financial to-do list.

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Our Financial Health Services

You need an all-encompassing financial health plan that doesn’t let anything fall through the cracks. For this reason, we have the expertise to advise you in four key areas: investment management, estate planning, risk management, and tax planning. Each is vital to securing your financial future for long-term success.

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American Wealth Management Contributes to

Latest Financial Health Posts

August 27, 2018 in Advice

Can Social Security Benefits Help with Longevity Risk?

How long will you live? It’s not a question anyone can answer with any certainty, and that creates a significant risk when planning for retirement. Your retirement may last for…
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August 20, 2018 in Advice

4 Reasons Smaller Firms Have the Best Client Service

When it comes to investing your money and planning for retirement, your options are seemingly endless. Several big-name financial service companies may come to mind when you think about growing…
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June 29, 2018 in News

AWM Advisor Nationally Recognized for Philanthropic Excellence

Patricia Meidell, American Wealth Management’s chairman of the board, received Honorable Mention for philanthropic excellence in the twelfth annual Invest in Others Awards. In addition to being one of the…
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