Our Publications
We value client communication. In addition to informing you, open and informed conversations allow us to do the absolute best job for you. At AWTM, we have two regular publications:
✓ Guardianships ✓ Special Needs Trusts
✓ Trust Administration ✓ Estate Administration
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Our Mission
What We Specialize In
MARKET UPDATE — ECONOMIC REPORT
The Arboretum Market Update is a short, easy-to-understand overview of key economic and market news. Depending on your level on interest, we put together weekly, quarterly, and annual versions of this update.
ARBORETUM ALMANAC — NEWSLETTER
The Arboretum Almanac is a quarterly newsletter that covers a wide range of economic topics. Some relate directly to the work we do, others are more general, such as saving for college and applying for social security. This publication is our most popular resource.
At AWTM, our goal is to ensure long-term financial security for our clients and their loved ones by providing compassionate guidance, reliable fiduciary services, and sophisticated investment management.