Personal Financial Planning
We start with the life you want, then build strategies to get you there. From emergency funds to mortgage planning to college savings, we cover the daily financial decisions that create long-term stability.
Risk Management
The best financial plan still needs protection. We identify where you’re vulnerable and put strategies in place to shield you from life's unexpected challenges.
Tax Optimization
We work with your CPA to structure your finances in ways that legally minimize your tax burden—because keeping more of what you earn matters as much as growing it.
Retirement Planning
Whether retirement means selling your business, passing it on, or simply stepping back, we create a clear roadmap to help you reach it on your terms.
Investment Management
We design straightforward investment strategies that help your money grow without unnecessary risk or confusion. Through disciplined asset allocation, smart diversification, and regular rebalancing, we make sure your investments stay aligned with your goals.
Estate + Legacy Planning
Your work should keep making an impact long after you’re gone. We help ensure your wealth supports your family, your business, and the causes you care about.
Communication + Coaching
Financial plans only work when they stay alive. We stay in close contact, adjusting your strategies as life changes and giving you the coaching you need to move forward with confidence.
How We Get Paid
Transparent fees aligned with your needs
Our full-service financial planning includes a one-time flat fee of $5,500 for the construction and implementation of your complete financial plan.
If you choose AWP to directly manage your investments, we also charge an annual management fee for any assets we oversee. This fee is billed quarterly at the following rates:
| Under $1,000,000 | 1.00% annually |
| $1,000,001 to $2,500,000 | 0.80% annually |
| $2,500,001 to $4,000,000 | 0.60% annually |
| Over $4,000,000 | 0.50% annually |
Your Clear Path ForwardBuilding financial security
shouldn’t feel overwhelming
You do not have to have everything figured out before you start. You do not need to organize your paperwork or wait for the "perfect time." A discovery call is a simple conversation about where you are now, where you want to go, and how we can help you get there. The sooner you have a clear plan in place, the more freedom, security, and opportunity you can create—for yourself, your family, and your future. You have already built something worth protecting. You deserve to have a plan that protects it.
No. While many of our clients own businesses in construction and the trades, we also work with individuals and families who have built their success through skilled work, leadership, or long-term dedication to their craft.
The discovery call is a simple conversation—no pressure, no paperwork. We talk about where you are, where you want to go, and whether our team is the right fit to help you get there.
We build an ongoing relationship based on your needs. Typically, we meet at least once or twice a year for full reviews, with additional check-ins as your life and goals evolve.
The $5,500 planning fee covers the development and implementation of your full financial plan. The management fee is a separate, ongoing charge based on the assets we manage for you, billed quarterly.