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Wealth Management for Builders, Contractors, & Trades Professionals

Straightforward Financial Planning From Advisors Who Speak Your Language—Who Know The Realities Of The Job Site & The Bottom Line


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01. Retirement

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02. Investments

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03. Protection

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04. Legacy

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What You Build, We Grow + ProtectWhile you’re focused on your business, we’re securing your future

You show up early, stay late, and carry more than most people ever see. The business you’ve built takes grit, sacrifice, and a relentless commitment to showing up. But when you’re the one everyone else relies on, planning your own future tends to take a backseat. That’s where we come in.

AWP offers financial planning and wealth management built around a builder’s life and values, not someone else’s idea of success. With backgrounds in military service and the trades, we understand what this lifestyle demands, what it protects, and what it costs. We take responsibility seriously, and we bring that same mindset to every plan we create—so the future you’re building for everyone else includes you, too.

400+
Clients Served

35+
Years Of Experience


Build Something Better

400+
Clients Served

35+
Years Of Experience

 

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A Foundation For What Matters MostFinancial strategies designed around your priorities

You’re not just thinking about this year. You’re thinking about your family, your team, and the future you’re building. We help turn that vision into a clear, actionable plan grounded in what matters most to you. Here’s how we can help:

    • Retirement is a major change—financially, emotionally, and logistically. We help you prepare for what comes next by building a strategy that supports your lifestyle, protects your income, and gives you options as your goals evolve.

    • Your money should grow with purpose. We design investment strategies aligned with your plan, risk tolerance, and timeline. So your wealth works for you, without unnecessary complexity or guesswork.

    • One unexpected event can undo years of hard work. We make sure you’re covered—personally and professionally—with insurance strategies that help you stay on solid ground when life doesn’t go to plan.

    • This is where it all connects—your family, your future, and the legacy you want to leave behind. We bring every piece of your financial life together so it supports the people and causes that matter most to you.

Straight talk. clear direction. solid Results.Here's How This Works

Planning for a solid financial future should feel as straightforward as laying foundation. We make the process clear, focused, and aligned with how you already operate: direct, thorough, and built for real life.

Discover

Discover

We take the time to understand what you've built, what drives you, and what needs protecting.

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Draft + Design

Draft + Design

You’ll see clear options with plain-language explanations and steps that move you forward.

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Blueprint

Blueprint

Together, we build a structured plan that reflects your goals and adapts as life and business evolve.

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Execution

Execution

We stay involved, manage the moving pieces, and keep your plan working the way it should.

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Built On Understanding, Driven By Experience. Your partners in finance & in the field

We’ve walked job sites, served our country, and built careers on the same values our clients live by. At AWP, we bring that mindset into every client relationship, helping you build a life that reflects what matters most to you. Your goals drive the plan. Our job is to help you protect and grow what makes them possible. Because when you’ve spent your life taking care of others, you deserve a team that’s just as invested in taking care of you.

Meet The AWP Team

Who We Work WithWealth management for people
building real value

We’re a good fit for people who take pride in what they’ve built and want a financial partner who respects how they got there. If you value direct communication, long-term thinking, and a plan built around your life, you’ll feel right at home here.

This might look like:


Construction and trades business owners balancing growth with stability


Family-run operations navigating succession and legacy


Commercial contractors managing complex financial decisions


Self-made professionals who’ve built success from the ground up

The AWP DifferenceWhy builders & trades professionals trust AWP

When your life’s work is hands-on, high-stakes, and built from the ground up, you don’t need someone to explain success, you need someone who honors it. Our clients trust us because we bring:

  • Military experience rooted in service, loyalty, and follow-through
  • Blue-collar backgrounds that keep our advice practical and real
  • Straightforward communication that respects your time and intelligence
  • Results-focused planning that values execution over empty talk

Planning Delayed
Is Security Compromised

Just like you wouldn’t build on an unfinished foundation, your financial security depends on proper structure and timing. Every day without a plan in place leaves your wealth, and your future, open to risk.

Even if you’re not sure what you need yet, the first step is a conversation. We’ll help you figure out the rest.

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