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About Our Company

American Wealth Advisors is a Registered Investment Advisory Firm servicing affluent investors with their important wealth management issues in a private family office setting. We are privately owned and custody all client assets at Fidelity Institutional Wealth Services. Fidelity’s strength and 60-plus year history as one of the largest financial services companies allows us to capitalize on Fidelity’s custodian services and complete open architecture for products and services. Client statements are dual labeled and branded with American Wealth Advisors and Fidelity Investments.

We build customized portfolios aligned with each client’s goals, investment objectives, risk profile and potential regret factor in mind. Our firm provides comprehensive wealth management services including investment management, tax preparation, retirement and estate planning, philanthropic services and qualified plan consulting. We also provide expertise on concentrated stock diversification and monetization strategy as well as general hedging strategies and help arrange personal and business credit under favorable terms. We strive to educate our clients on the unique dimensions of investing so as to promote understanding and, in turn, success.

We only service people who we believe we can help and are proud to have independence from large financial institutions that often sell products and are fundamentally conflicted. Servicing a limited number of high net worth clients provides us with deep insight into each and every client’s unique goals and objectives.

We currently service some of business’ most esteemed executives across a variety of industries – including financial service executives, consumer electronics industry legends, fortune 500 section 144 officers, doctors, trustees and affluent private business owners.

As founder and President of American Wealth Advisors, Darrell's experience in both senior level management positions and advisory roles at Fidelity, Morgan Stanley, Mellon Bank and E*Trade over the duration of his career provides our clients with unique, direct access to a very senior tenured investment advisor. Darrell’s expertise in the financial services industry helps inform clients with core product knowledge as we  implement best practice methods – designed to help clients create, maintain and grow wealth. Client communication and understanding is essential to our unique relationship focused concept and implementation. In many cases we are the most important relationship our clients have, other than with their direct family members.

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