Ready to experience the AWTM difference?

You’re Not Just a Number

Your call is always answered by a team member who knows you by name and works directly with you, not a customer service agent or call center representative. 

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Proven Philosophy & Customized Approach

Our investment experts work with you to understand your goals and expectations. There are no templated plans or packages. We build a custom strategy to fit your needs.

​Diverse Team of Experts

When you work with us, you have your own team of administrative, advisory, and investment experts that specialize in each aspect of your account.