An independent wealth management and real estate advisory firm with three complimentary divisions.
AWG Wealth Management is an independent wealth management firm that offers comprehensive financial planning and advisory services to select individuals, families and businesses. As a private, non-proprietary financial services firm, we are uniquely positioned to provide experienced, unbiased advice on an objective basis.
AWG Real Estate Advisors is a boutique real estate firm helping investors sell and buy commercial property with a proven expertise in locating “off market” properties. Along with our vast network, we possess a wealth of knowledge and experience in acquisitions, disposition, transaction negotiations, lease review, valuations and all forms of financing.
AWG 1031 Advisors guides individuals and professional advisors through the complex 1031 Exchange real estate process and expertly helps identify replacement properties to complete the 1031 Exchange. Using a 1031 Exchange can be a powerful wealth management tool that allow investors to sell certain properties and defer specific taxes by reinvesting the proceeds into “like-kind” investment properties.