American Asset & Wealth Management

Our Commitment

American Asset & Wealth Management is a dedicated team of experienced professionals committed to guiding individuals and businesses towards financial security and prosperity. We believe that financial planning is a collaborative process, and we work closely with our clients to develop customized plans based on their unique needs, goals, and aspirations.

Who We Are

Our team consists of passionate and experienced financial advisors, planners, and analysts who hold industry-leading credentials and a deep understanding of financial markets. We are dedicated to providing exceptional client service and building lasting relationships based on trust and open communication.

Retirement Planning

• Comprehensive analysis and optimization of existing plans (403(b)/TSA, 401(k), Profit Sharing)
• Development of personalized retirement savings and investment strategies
• Guidance on maximizing contributions and tax efficiency
• Assistance with Roth and traditional IRA planning and rollovers

Estate Planning & Conservation

• Development of comprehensive estate plans including revocable living trusts, trusts for minor children, and power of attorney
• Guidance on wealth preservation strategies and asset protection planning
• Review and updating of existing estate documents to ensure accuracy and effectiveness

Income & Investment Planning

• Development of personalized financial plans that align with client goals and risk tolerance
• Investment portfolio management and review
• Comprehensive analysis of income sources and expenses
• Financial goal setting and tracking

Additional Services

• Tax planning and preparation
• Retirement plan analysis and consulting
• Business succession planning
• Employee benefit consulting
• Risk management solutions

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life. We believe in open communication, transparency, and empowering our clients to make informed financial decisions. We provide regular progress reports and personalized guidance to ensure your plan remains effective over time.