An unwavering focus on
wealth and investment management
Whether you choose advisory services or independent investing, we can meet your needs. Independence, innovation, and commitment have made us a trusted partner for over 14 years.
Empowering the Future of Finance
Built on values and driven by excellence, we focus on our clients' holistic needs and consistently deliver on our commitments.
Perfectly Positioned
Associates of Wealth
With a four-to-one employee-to-client ratio, we give each client the undivided attention they deserve. Our optimal structure and scale allows us to provide comprehensive, customized solutions.
Individuals & Families
Family Office Services
Endowments
Foundations
Individuals &
Families
Family Office
Services
Endowments
Foundations
We believe that wealth management is not only about the present but also about the future. Our clients are the driving force behind everything we do, and independence remains our guiding principle.
Associates of Wealth (AWA) leverages long-term vision and professional expertise to create tailored solutions that pursue stable and sustainable growth. We remain client-centric, guided by our values and a spirit of excellence, serving as your wealth partner across market cycles.
55+Years of Experience
4:1Client-to-Employee Ratio
$56.5BAUM
As of 8/10/2026
Empowering your confident pursuit of purpose, passions and legacy.
Individuals & Families
Personalized wealth strategies for every stage of life.
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Institutions & Organizations
Dedicated solutions for endowments and foundations.
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Driven by your mission, focused on your success.
Associates of Wealth
AWA Private Client
AWA Family Office
AWA Institutional
AWA Wealth Management International, LLC
We're here to help
Get to know our team and how we can partner with you.