Investment Offerings

AWG Wealth Management offers advisory, traditional, and alternative investments. As a private, non-proprietary financial services firm, we are uniquely positioned to provide experienced, unbiased advice on an independent basis. Using your financial plan as a roadmap we concentrate on increasing your assets and reducing your taxes while staying within your risk tolerance.

The following are some of our advisory, traditional, and alternative investments offerings.

ADVISORY SERVICES

  • Investment Advisory Accounts
  • Brokerage Advisory Accounts
  • Individually Managed Accounts
  • Separately Managed Accounts
  • Wrap Accounts
  • Unified Managed Accounts

TRADITIONAL – FIXED INCOME & EQUITY

  • Fixed Income
    • Municipal Bonds
    • Treasury Bonds
    • Corporate Bonds
    • Zero Coupon Bonds
    • Bond Funds
    • Exchange Traded Funds
    • Managed Bond Portfolios
    • Principal Protected Note
    • Commercial Paper
  • Equities
    • Individual Stocks
    • Mutual Funds
    • Exchange Traded Funds
    • Options
    • Rights
    • Warrants

ALTERNATIVE INVESTMENT

  • Real Estate
    • Exchange Traded REIT
    • Direct Participation Programs
    • Business Development Company
    • Limited Liability Company
    • Non-Traded REIT
    • Fee Simple
  • Real Estate-1031 Exchange
    • Delaware Statutory Trust
    • Tenant in Common
    • Fractional Ownership
  • Private Equity
    • Mezzanine Capital
    • Growth Capital
    • Leveraged Buyout
  • Energy Sector
    • Oil, Gas & Coal
    • Renewable Energy
    • Nuclear
  • Equipment Leasing
    • Publicly Registered Programs
    • Private Funds
    • Separately Managed Funds