Gain from an independent perspective.
AW Wealth Advisory is an independently owned financial consulting firm with more than 16 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Our Mission
Whether you are just starting to save for your future, or are a seasoned investor, AW Wealth Advisory has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
At AW Wealth Advisory we understand the client’s situation as it relates to his or her work, investments and family aspirations and obligations.
Helpful Content
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Surprises
Making the most of surprises is a great reason to work with us.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.