Do you have a financial question that you need help with? The convenience of our ‘One-Time’ service allows you to have your important question answered. AWM will provide this service at an hourly or project rate.

AWM will be happy to help you with:

  • Rent or buy decisions
  • College savings
  • Lump sum or annuity payout decisions
  • Insurance analysis
  • Long-term Care planning
  • How to invest your 401K or IRA
  • A review of your investment portfolio

With an MBA in Finance and 20 years as a corporate CFO, there is not a financial question that AWM can’t analyze.

Contact us now!