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
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.