Why Choose Us?
At AWA Investment Advisors, we strive to create caring client experience that sets us apart from other firms. We believe there are several reasons why our clients enjoy working with us:
As an independent firm, we are not confined to proprietary products or sales quotas. Rather than focus on selling products, we are more concerned with building relationships and creating thorough and comprehensive financial strategies that address your short and long-term goals. Objectively, we employ the strategies we believe best align with your unique situation.
Your Personal CFO
We take a team approach to reviewing your family’s financial picture. By offering concierge service and addressing all elements of your financial picture, we seek to serve as your family’s personal CFO.
We enjoy working closely with our clients and their families, building trusted relationships that span generations. Our greatest passion is successfully guiding you through the many changes in your life and helping you pursue your financial goals.
Knowledge is power when it comes to making confident financial decisions. We are passionate about educating and motivating clients to take control of their finances and pursue their goals. We believe that by offering knowledge and insight into the strategies we present, you can feel more confident in your financial decision-making and have more clarity regarding your future.
Even though we are a large, full-service firm with access to a wide range of products, services and strategies, we never lose focus on providing the personal attention you deserve.
With more than 125 years of combined experience in the financial services industry, we have personally experienced a number of market conditions and have seen firsthand how small changes over time can make a major difference in the long-term. With a long history in the industry, we strive to help our clients build wealth with a goal of it lasting for their lifetime and for generations to come.