at awa wealth management, we are experienced
Private Wealth Advisors
AWA Wealth Management offers all-encompassing services for our clients. As a highly respected financial services firm in Northern California and Nevada, our reputation thrives on our high-level of customer satisfaction. We are experienced wealth advisors who can address the entire range of financial concerns of our clients, from growing your wealth to planning for your family’s future.
Whether you are a veteran investor looking for more, or you are just starting to manage your portfolio, AWA can help you work toward your biggest life concerns and goals. We will stay on track to pursue your lifetime goals for you and your family.
WE HAVE A DISTINCT & TIME-TESTED
Six Step Process
With over 30 years in business, Derrick Andrews, President of AWA Wealth Management, has established a six step process that sets AWA apart and consistently demonstrates personal qualities that clients appreciate.
We go beyond just assets to explore our client’s values, beliefs, needs and dreams. Our trustworthiness and dependability are vital as we seek to turn these into realities.
1
DISCOVERY MEETING
2
INVESTMENT PLAN MEETiNG
3
Mutual Commitment
4
45 Day Review
5
Progress Meetings
6
The Advanced Plan
TELL US YOUR STORY
Let's Plan Your Dream Life
