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Client Services
Investment Advisor Services
Estate and tax planning
Hedging Strategies
Concentrated Stock Diversification and Monetization Strategies
Retirement Planning
Philanthropic Planning
Additional Advice
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Client Services

Investment Advisor Services:

 

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.

 

 

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Estate and tax planning:

 

We offer tax return preparation services as part of our comprehensive wealth management service as well as estate planning and will preparation. Outside CPA and legal service firms partner with us to service clients custom needs.

 

 

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Hedging strategies:

 

We use hedging as a way to attempt to preserve investments against a negative event paying close attention to trends, non-correlating asset classes and liquidity features on investment products.

 

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Concentrated Stock Diversification and Monetization Strategies:

 

Implementation of concentrated stock diversification takes place utilizing tools such as Regulation 10-B-5-1 stock and stock option exercise. Many executives have overweight positions in their employers stock. Our in depth experience assists clients in evaluating their personal balance sheet and determining if further diversification is prudent.

 

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Retirement Planning:

 

We can help you preserve, grow and generate income from your IRA and 401(k) plans that you have spent years building through a mix of investing strategies that will allow you to plan for retirement.


 

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Philanthropic Planning:

 

Keeping philanthropic ventures in mind allows you to determine where your estate will go and who will benefit from your hard work. Being aware of the benefits of philanthropy can help us control more of your wealth through tax strategies, while donating to charitable entities.

 

 

 

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Additional Advice:

 

In addition to fee-based advice and portfolio management service, additional services including financial planning provided directly with American Wealth Advisors' President and Chief Investment Officer, Darrell Roberts are available on an hourly fee base.

 

 

 

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