435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

What We Offer

Our Services

Business Owners, Executives, Retirees, & More

Fully-Tailored Wealth Management

 

At AWS Wealth Management, we deliver bespoke wealth management services that are intricately designed around your individual financial aspirations and requirements. Our commitment to personalization means we invest time in understanding your goals, crafting strategies that evolve with your life changes. Experience a proactive approach that ensures your wealth management aligns seamlessly with your vision for the future.

What We Do

Our Services

Personalized Financial Planning

Develop comprehensive financial plans tailored to your goals, covering retirement, education funding, and major life events.

Investment Management

Provide expert investment strategies, portfolio management, and asset allocation to optimize returns and manage risk.

Retirement Planning

Offer strategies for building a sustainable retirement income, including 401(k) management, IRA options, and pension planning.

Estate Planning

Assist with creating wills, trusts, and estate strategies to ensure your assets are distributed according to your wishes.

Tax Optimization Strategies

Implement tax-efficient investment strategies and provide guidance on minimizing tax liabilities to enhance overall wealth.

Risk Management and Insurance

Evaluate insurance needs and recommend coverage to protect your assets and income against unforeseen events.

Business Succession Planning

Help business owners create succession plans that ensure a smooth transition and maintain business value.

Philanthropic Planning

Guide clients in establishing charitable giving strategies that align with their values while maximizing tax benefits.

Our Approach

Insight-Driven Wealth Management Expertise

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