Our Services

   Comprehensive Financial Services—AWM can assist you in navigating the

   complex areas of financial planning and investing. We advise the investor in

   many areas of investments including stocks, bonds, mutual funds, estate  and

   trusts, ETF’s, retirement, and education. We also work closely with the

   investor advising them on stock option strategies and alternative investment

   strategies.

 

   Capital Market Capabilities—AWM offers Investment Banking Services

   including M&A and access to private capital. We utilize two internationally

   recognized clearing houses for securities underwriting and trading; Raymond

   James & Associates, Inc. and TD Ameritrade Institutional. This provides the ultimate

   flexibilty to the investor in selecting the platform that best fits their needs.

 

   Specialized Capabilities—AWM’s Financial Consultants throughout the United

   States manage both domestic and International investments. These advisory

   services include Retirement Plans, Domestic Hedge Funds, Stocks and Bonds,

   Employee Stock Options, Custodial and Trust services and Comprehensive

   Research. AWM advises in excess of one billion dollars worldwide.

 

   Fee Based Registered Investment Advisory Services—AWM offers

   Separately Managed Accounts and portfolios customized to meet

   investment objectives on a fee basis. We also offer the services of Certified

   Financial Planners. THIS ADVISORY SERVICE IS AVAILABLE FOR ALL 

   INVESTORS.

 

   Fee Only Consulting Services -A risk management approach to your

   investment portfolio. We identify your risk tolerance, time horizon and return

   expectations.  Once established, we will retain, on your behalf an additional

   team of professional managers to implement your investment objective and

   properly diversify your portfolio.  Together, we will monitor your portfolio and

   analyze the results. THIS CONSULTING SERVICE IS AVAILABLE FOR

   ALL INVESTORS.