Awa Wealth Management

At AWA Wealth Management, we understand that your financial well-being is deeply intertwined with your life goals and aspirations. As a respected and experienced independent wealth firm serving Northern California and Nevada, we are committed to providing comprehensive financial solutions tailored to your unique needs. Our team of dedicated professionals combines industry expertise with a personalized approach to empower you to make informed decisions and achieve lasting financial security.

Our Philosophy

We believe in fostering long-term relationships built on trust, transparency, and a genuine desire to help you achieve your financial dreams. Our cornerstone philosophy is rooted in an in-depth understanding of your values, beliefs, needs, and aspirations. We go beyond simply managing assets to explore your financial goals and create a personalized plan that aligns with your vision for the future.

Our Services

AWA Wealth Management provides a comprehensive range of services designed to address every aspect of your financial journey.

• Investment Management: We offer a customized approach to investment management, carefully selecting investments that align with your risk tolerance, time horizon, and financial goals. Our portfolio construction strategies encompass a variety of asset classes, allowing us to build diversified portfolios designed to withstand market fluctuations.

• Financial Planning: Our financial planning services extend far beyond investments. We work with you to develop a holistic plan encompassing retirement planning, estate planning, insurance needs, tax optimization, and charitable giving. We act as your trusted advisor, providing guidance and support throughout all stages of your financial life.
• Retirement Planning: We understand that retirement planning is a long-term endeavor that requires careful consideration and meticulous planning. Our team employs a comprehensive "big picture" approach that takes into account your specific circumstances, financial goals, and risk tolerance. We help you create a roadmap to retirement that ensures you can enjoy your golden years with financial freedom and stability.

Our Experience

With over 30 years of experience in the financial industry, Derrick Andrews, our founder and President, has established a track record of success in helping families achieve their financial goals. Derrick employs a six-step process,

which ensures thorough analysis of your financial situation, clear communication, and a collaborative approach to planning. This process sets AWA Wealth Management apart and has earned us a reputation for providing exceptional client experiences.

Taking the Next Step

At AWA Wealth Management, we are passionate about helping our clients achieve financial well-being. Contact us today to schedule a complimentary discovery meeting. We will work with you to develop a personalized financial plan that empowers you to pursue your dreams and secure your future.