Financial Team Leader
Serving as the Chief Financial Officer (CFO) of Your Family and Leader of Your Financial Team
AWM often acts as the leader of your financial team, basically serving as the CFO of your family. We can work closely with your other advisors such as your CPA, estate attorney, or insurance agents. We can assist with getting things done and helping to coordinate with everyone so that you do not have to be the traffic cop in the middle. You can save time – the one thing maybe even more valuable than money – and you can gain peace of mind knowing that we are helping to handle the details.