How does the advisor help clients – Key Takeaways:
Alliance Wealth Management Partners LLC (AWMP) provides expert financial advice and guidance to clients in order to help them achieve their financial goals. Through a combination of personalized strategies, thorough research, and a deep understanding of the financial industry, AWMP helps clients manage and grow their wealth for the future.
Facts and Insights
AWMP was founded in 2012 and has since grown to manage over $100 million in assets for its clients. With a team of highly qualified advisors and a commitment to providing superior customer service, AWMP has become a trusted partner for many individuals and families looking to build a secure financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100+ Million | 5+ | 7 years |
Financial Services Offered
AWMP offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include investment management, retirement planning, estate planning, tax planning, and risk management. With a comprehensive and customized approach, AWMP ensures that each client receives the individualized attention and solutions they deserve.
Client Types
AWMP works with a variety of clients, including high-net-worth individuals, families, and business owners. They understand the unique needs and challenges that each client may face and are able to tailor their services to meet those specific needs.
Fees & Compensation
AWMP is a fee-only firm, which means they do not receive any commissions for their services. Instead, they charge a percentage of the assets they manage for their clients, ensuring that their interests are aligned with their clients’ goals for growth and success.
Background
The team at AWMP consists of experienced financial advisors who hold various professional certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. This expertise, combined with a commitment to continuous learning and staying up-to-date on industry regulations, ensures that clients receive the highest level of financial advice and support.
Financial Advisor Disclosures to Know
As a registered investment advisor, AWMP is held to a fiduciary standard, which means they are legally required to always act in their clients’ best interests. This includes disclosing any potential conflicts of interest and always putting the client’s goals and needs first.