AWG Wealth Management
AWG Wealth Management, a division of Alternative Wealth Group, Inc., 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. We are not restricted to any investment product or service and work exclusively for the benefit of our clients. In fact, as an Investment Advisor Representative working with the Registered Investment Advisor, Concorde Asset Management, we have a legal fiduciary obligation to act in each client’s best interests.
We believe in maintaining long-term relationships and providing continued advice as we work with you to formulate a plan that reflects your objectives, goals and personal legacy. We strive to find the right balance between growing your assets and protecting you and your family from undue risk.
We partner with your professional advisors and establish an investment policy. Our combined objective is to help develop a comprehensive solution for your unique needs and aspirations.
Our mission is to be recognized by our clients and colleagues as the premier provider of wealth management, estate planning, and client advisory services.