American Wealth
Advisors is a Registered Investment Advisory Firm serving affluent investors
and institutions with their important wealth management issues. We continuously pursue financial wisdom and seek to produce a significant positive impact on the financial well being of our clients.
Our private multi-family office is focused on serving each of our clients with
clear direction on fundamental issues. We deliver world class wealth management
expertise assisting clients in developing financial independence and creating
multi-generational wealth. We are located just north of Atlanta in Johns
Creek, GA and service clients nationwide.
Clients enjoy vast
benefits including direct access to our President and CIO. Our
comprehensive wealth management services include money management, will
and estate planning resources and tax expertise through independent CPA firms
utilized by American Wealth Advisors. Client assets are in custody at Fidelity
Investments Institutional Wealth Services. This provides clients with complete
account transparency and the ability to access their accounts online at any
time of day at www.fidelity.com
Client statements are
dual branded with Fidelity Investments as asset custodian and American Wealth
Advisors as Registered Investment Advisor.
We are privately
owned and operate with a structure that separates us from the big commission
based banks and brokerage firms – assuring that we have your best interest,
account growth and stability in mind. Our client’s interests always come first.
We perform recognizing our full fiduciary responsibility for each of our client
accounts.
Our firm was
established in 2007 by our President and Chief Investment Officer, Darrell
Roberts. Darrell holds over thirty years of experience in professional financial
services positions. He has raised billions of dollars in assets directly while
wholesaling, managing financial services wholesalers and advisors, and as an
individual advisor. Darrell is one of the financial services industry's senior
tenured professionals and has spoken nationally in several financial
capacities. Darrell services our client base directly along with our
team.
Mr. Roberts is a CPA
and formerly served in Senior Executive positions at E*Trade, Mellon
Bank/Dreyfus and Fidelity Investments, and also as a financial advisor at
Morgan Stanley. Darrell became a Certified Public Accountant in 1983 while
working at Coopers & Lybrand in Boston.
Many of our existing
clients had relationships with previous advisors, and have found that we offer
several comprehensive services that their previous advisor had not considered –
as well as a level of personal service and direct communication rarely found
elsewhere today.
To find out more
about our services, firm investment philosophy and strategies, biographies of
the American Wealth Advisors team, or to contact us, please explore the rest of
our website. Call or e-mail us anytime. We welcome any thoughts or questions you may have and thank you
for visiting.