Personalized Wealth Management
Wealth is a means to an end. We empower you to imagine your future and control it.
AFS helps you roadmap the journey for yourself, your family, your business and your causes; then we employ advanced, deliberate, and personalized wealth management to help you achieve your vision.
We commit to be a long-term partner to you. We establish rewarding, lifelong relationships with our clients built on our core values: Be honest. Be kind. Be honorable. Work hard. And always be awesome.
You’ll enjoy working with us, and we’ll get things done.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
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You deserve to understand what’s happening with your money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At AFS, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by personalizing a plan with AFS’s proprietary investment strategies and processes, designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money with as many or as few details as you’d like.
At AFS, we’re about much more than results – we’re building a partnership with you to help you achieve your goals with a strategy that serves you. Whether you’re investing hundreds or millions, we want you to be as hands-on or hands-off with your investment strategy as you want to be.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.