We partner with you for generations.

for PRIVATE WEALTH: Let us bring simplicity and clarity to your retirement plan and investment strategy.

Investment Management Retirement Income Planning
Tax MinimizationTrust & Estate Planning Public, Private & RE Investments

A boutique approach focused on you – and not sales quotas. We act in the best interests of our clients – a true fiduciary. AWP’s holistic, highly-tailored approach to wealth management preserves, protects and grows your wealth, while ensuring that your financial affairs are afforded the same level of prudence, purpose and intention that we’d give to our own.

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for LEGACY PLANNING: Maximize your legacy and create peace of mind.

Trust & Estate Planning Asset Protection
Privacy Planning Life Insurance

Whether you’re developing an exit from your business, want to maximize your legacy or have achieved enough wealth to have an estate tax liability you need to solve for – we can help.

We specialize in complex trust and estate planning, asset protection, privacy planning and advanced life insurance strategies. Let us show you the value of WE.

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What Sets Us Apart

We pride ourselves on an approach that identifies creative solutions that others can’t or won’t, oftentimes because there is no revenue or commission to be generated by doing things the right way for a client. We see our clients as partners, focused on mutual success and interest alignment.


Highly bureaucratic

Red tape. Product Sales. Self-Serving.

Limited scope of services

Focus on asset management or life insurance only – because that’s how they get paid.

Focused on gathering your assets

No monetary incentive to do anything else.

Cookie-cutter approach

Model portfolios without any thought to your unique circumstances… and an annual review, if you’re lucky.

Herd mentality

Everyone seems to be doing ‘the same thing’ –adding minimal value.


Highly agile

Able to deploy capital across a broad suite of investments ranging from public and private investments to real estate, venture capital, angel investments – whatever our clients need to accomplish their goals.

Multi-disciplinary expertise

Act as a true fiduciary to a client’s entire financial household and not just their investments. Total Financial, Legal and Tax Integration.

Focused on driving outcomes

When you grow, we grow. Our goal is to reach your finish line – however you may define that.

Untethered creative freedom

Our loyalty is to our clients – and finding creative solutions to suit their needs, not to big banks or investment brokerages encouraging us to plug their products.


Take a closer look at our partnerships.

Every wealth story is different. See how we
approached some of our actual client partnerships.

AWP Insights