At AWA Wealth Management, our top priority is understanding your unique goals and dreams for the future. We offer a wide range of financial services and strategies tailored to help you pursue those goals with clarity and confidence. From investment management and retirement planning to tax strategies and estate planning, our experience team is here to guide you every step of the way.

 

 

INVESTMENTS

Mutual Funds
ETF’s (Exchange Traded Fund)
Common Stock
Reit’s (Real Estate Investment Trust)
Treasury Bills
Government Securities
Treasury Notes
Variable Annuities
Index, fixed and structured products

FINANCIAL PLANNING

Retirement Planning
Estate Planning
College Planning
Tax Planning
Investment risk analysis
Pension Planning
401k Planning
Social Security Planning
Wealth Enhancement Strategies
Wealth Preservation Strategies
Charitable Giving
Wealth Transfer Strategies

ACCOUNTS

Traditional IRA
Roth IRA
SEP IRA
Simple IRA
401k plans
403b plans
457 plans
529 accounts
Profit Sharing Plans

INSURANCE

Life Insurance
Long Term Care
Disability Income