We are always on your wing
Finance is full of plastic people. It’s known for its history of cold calls, high-pressure sales tactics, and profiting at the expense of its clients. Your goals don’t have time for that, and neither do we. Our founder left the world of “Big Finance” to create a bespoke experience crafted for the aviator because he is one, and that is who he enjoyed working with. Aviator’s Wealth Management was borne of a desire to serve the aviation community with a personal touch and a shared passion. We are with you every step of the way, planning your financial future and when markets get turbulent. With the skill and expertise necessary to navigate every economic cycle, we are ready to join up and fly your wing all the way to your goals!
Your goals are our priority
Your financial freedom, your way
your PLAN TO FULFILL YOUR PASSION
Upgrade or furlough, fly your financial plan
Through every life event, we’ll help you manage, grow, and preserve your wealth, no matter the economic weather.
Flight Plan
We will understand your goals and financial needs and use them to craft a personalized financial plan tailored to meet your needs and goals.
FLY YOUR PLAN
We provide guidance that helps you track your plan and adjust as you prepare for important milestones. We will help you navigate and fly your plan from home purchases to that Captain upgrade.
dEBRIEF
We are data-driven and use that data to help you track your progress and modify your plan as your needs and goals change.
AWM oFFERS the services you need!
iNVESTMENT Management
AWM's investment management services are dedicated to delivering exceptional value to our clients. With a strong focus on maximizing returns while effectively managing risks, AWM's team of experienced professionals employs a strategic and proactive approach to asset management. By conducting thorough research, employing sound investment strategies, and maintaining a keen eye on market trends, AWM aims to generate sustainable growth and create long-term wealth for our clients. Our commitment to delivering value through transparent communication, personalized investment plans, and continual portfolio monitoring sets AWM apart as a trusted partner in helping clients achieve their financial goals.
Retirement planning
We offers personalized retirement planning services tailored to individual needs for aviators. Their services aim to address the unique financial challenges and goals specific to aviators, helping them secure a comfortable retirement. By considering factors such as fluctuating income, early retirement options, and specialized benefits, AWM provides comprehensive and customized retirement planning solutions for aviators. By offering ongoing support and proactive adjustments to the financial plans, AWM ensures that aviators can navigate their retirement journey with confidence and peace of mind.We offer the tax advantaged accounts that you need to build wealth and save for retirement including Traditional & Roth IRAs as well as Rollover IRAs.
Estate PLanning
AWM provides tailored estate planning services designed to meet the individual needs of clients. The firm specializes in crafting bespoke estate plans that address unique circumstances and preferences, ensuring the efficient transfer of wealth and asset protection. By customizing strategies to align with clients' specific goals and values, AWM helps individuals create comprehensive estate plans that cater to their diverse needs. AWM's expertise in estate planning extends seamlessly to aviators, taking into account the specialized considerations of this profession. By understanding the fluctuating income, unique benefits, and potential risks associated with aviation careers, AWM can tailor estate plans specifically for aviators.
