Our Philosophy

At Artistry Wealth Management (AWM), we are committed to using a unique values-based 4 step approach to our planning process. After decades of financial planning, we've found this process to be the most beneficial and meaningful to our clients.

  1. Getting to know you and your goals. Our first goal as your financial advising team is to get to know you - we want to understand you and the goals you have for you, your family, and your business. We believe that a successful financial plan and solid asset management model requires a relationship between advisor and client that is built on mutual trust. At AWM, getting to know you and establishing a solid relationship is our priority.
  2. Developing your personalized plan. Once we get to know you and your goals, our team will then work to craft a financial plan that is tailored to you and your goals exclusively. Using the inspiration of your expressed vision and our team's expertise, we will develop recommendations designed to withstand the test of emotion and world headlines.
  3. Implementation. Together, we'll bring your financial plan to life through tactics for asset management, risk management, tax strategy, estate planning, and wealth optimization.
  4. Review your plan on a regular basis. Even small changes in your life can impact your financial plan. As your circumstances and priorities change over time, we'll work with you to revise your place so you can meet each of life's challenges head on and celebrate your accomplishments along the way. We're committed to meeting with you on an annual or quarterly basis to review your plan and performance toward your goals.

If you're a business owner, we recognize there's no separating the goals you have for your family and the goals you have for your business. That's why we offer a process that addresses both, allowing you to create a competitive business advantage and live the life you envision.

You'll be supported by a team of experts who specialize in business planning - such as employee benefits, insurance and exit planning - alongside those who specialize in personal financial planning and estate planning.

Learn more about the business planning, products and solutions under the Business Planning Services tab on this website.

Financial Security Diagram