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
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.