Wealth Management

High Net Worth Individuals, Families, and Business Owners

At AFS, we listen and work closely with you to clarify, pursue, and achieve your personal financial goals. Our clients are our partners and as partners we share the responsibility for success. Wealth management is an ongoing, lifelong journey and you will see the value in working with us to determine and obtain your financial and investment goals. We believe in real life returns, not market returns and therefore, we always invest and manage your money according to your written mission, vision, values, and goals.

We pride ourselves on providing exceptional personal services and it is essential to meet personally to review your unique situation, assess any changes in your life, and keep you abreast of any issues that may affect your financial future. During our meeting, you will be introduced to our unique six step process. You may also expect to receive face-to-face wealth management reviews anywhere from one to four times a year depending on your situation and goals.

Whether you are looking to reevaluate your current goals, or begin new ones, AFS offers customized, wealth management service planning that may include recommendations for:

  • Family legacy and estate planning
  • Wealth protection and risk management
  • Retirement income distribution planning
  • Investment and wealth accumulation planning
  • Tax efficient strategies
  • Business succession and key person planning
  • Charitable trust planning
  • Referral network for accounting, legal, and mortgage services

Additional resources to stay informed and educated: