(716) 807-7198 mike@awmfinancial.com

AWM Helps You Navigate the Waters of Your Retirement
As a Fee-Only, CFP® Professional , I am a fiduciary and work directly for YOU at an hourly or flat fee rate

If You Have Any Of These Questions, We Have Answers:

When can I retire?

Am I saving enough for retirement?

How do I invest to make my money last?

When should I take Social Security?

How do I save on taxes?

What insurances do I need?

How will I pay if I need long term care?


AWM  bills on an hourly or flat fee. AWM does not receive commissions or fees on any product or service recommended. This is important to you because our advice and consultation is solely based on reaching your goals, not on outside influences or commissions. There are never incentives to sway us in directions that are anything less than for your best interest. You receive unbiased information backed by academic research and experience.

Click here to read WHY hourly or flat fees

At AWM, we aim to understand each and every client on a personal level. We learn your goals and analyze your resources before we begin developing your:  Retirement Life Plan


Retirement Life Planning

    • Reach your retirement goals
    • Management of complex investments, taxes, social security, insurance and long term care issues.
    • Retirement Life Planning (RFP)

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Investment Management

    • Investment Portfolios
    • IRA Accounts
    • Small Business Pensions
    • Company Benefit Plans

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Financial Planning

    • Setting Financial Goals
    • Retirement Planning
    • Savings Planning
    • Company Benefit Plans
    • Investment Planning
    • Insurance Review
    • Estate Planning
    • Long-term Care Planning

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Personal CFO

    • Financial Plan
    • Investments
    • Insurance
    • Financial Progress

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Trust. Plan. Grow.

Trust. Every partnership begins with trust; but AWM takes it a step further by proving their trust through offering fee-only financial planning and investment services.   Your partnership is clear and transparent. AWM does not receive commissions or hidden fees, giving clients a clear and unbiased review of their financial profile. With AWM, you will be “advised” instead of “sold.”

Plan. After receiving a clear understanding of your current financial situation and goals, AWM will create a clear road map to lead you to financial success. AWM will work closely with you to develop a customized plan that is appropriate for your current circumstances and goals, while carefully monitoring the progress of your investments.

Grow. The ultimate goal in financial planning is to  grow the probability that you will achieve your life’s goals. The combination of AWM’s years of education, research, experience and industry knowledge will play a key role in creating a plan that will lead to you meeting your goals and dreams.

AWM Core Values

To always act as a fiduciary
Provide solutions the client understands
Find solutions that consider costs and taxes
Provide solutions based on science, not sales
All fees based on an hourly or flat rate 

We possess the technology, science and resources to give you straightforward, sound solutions that are based on academic research. Contact Angelucci Wealth Management if you’re interested in investment management, financial planning and retirement planning that is strategically figured with your best interest in mind.

Call 716-807-7198 today for a free, no obligation consultation, or Contact Us!