RIA Ownership!

STOP BUILDING SOMEONE ELSE'S
RIA AND START BUILDING EQUITY IN
AN RIA YOU OWN!

Managing Money with an Eye on Risk!

If you are looking for a “buy and hold” money management platform, you’ve come to the wrong place.
Our goal is to provide clients with the best risk-adjusted returns by constructing portfolios using multiple asset classes that are “actively managed” to mitigate risk.
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Asset Protection

Most people do NOT have an Asset Protection Plan.

Our planning process assesses risks and makes sure valuable assets are protected from “all” known and unknown creditors.

1040 tax form

Tax-Reduction

Our firm specializes in tax mitigation strategies.

The best way to grow maximum wealth for retirement is to do so in the most tax-efficient manner possible.

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Platform Overview
Investment Principal, Joe MAAS

Learn from Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM, about our intelligent allocation strategies that use both quantitative and qualitative analysis.
Climber looking out over mountain

Why Choose AS WM?

AS Wealth Management was created for people who want to take a different approach to building wealth; one where risk management is at the center of each element of a financial/retirement plan.

The only source of knowledge is experience

Appropriately empower dynamic leadership skills after business portals. Globally myocardinate interactive supply chains with distinctive quality vectors.

Fight the inertia of the status quo!

Be pro-active to protect & grow your wealth!

01Risk Analysis

Assessing investments’ risk to make sure they are in alignment with your personal Risk Score.

02Wealth Planning Road Map

We help clients achieve their goals by creating a specific plan that is adjusted periodically.

03Tax-Free Retirement

Taxes can decimate retirement cash flow.  By using tax-free tools (not just Roth’s) to grow wealth can significantly increase your retirement cash.

04Debt Management

Understanding good debt vs. bad debt is vital in growing maximum wealth for retirement.

05Charitable Planning

We help clients who are philanthropic, CRTs, CGAs, CLATs, Family Foundations, and more.

06Life's Enjoyment

Life can be fleeting and we help our clients “smell the roses” and enjoy themselves along their wealth-building journey.

07Estate Planning (EP)

Most people do NOT have the traditional EP tools in place. And those who do typically have not updated them. We make sure our client’s plans are in place and up-to-date.

08Long-Term Care

One of the biggest expenses in retirement are those associated with LTC. As such, they must be dealt with in order to have a complete retirement plan.

Our philosophy on money management

We want to find the best 3rd party managers we can and use them appropriately when constructing portfolios.

The key with any RIA platform is to offer a diverse grouping of portfolios so the most “suitable” ones can be chosen for clients to help them achieve their financial planning goals.

Our portfolios are a bit different than most RIAs.

Multi-Manager Conservative Models

Risk Assessment Process--We have a 4-prong process to make sure our recommendations are “in balance” with our clients' needs.

1) We assess the consumer’s personal appetite for investment risk.
2) We assess the consumer’s financial ability to take risks.
3) We assess the risk of the consumer’s current portfolio.
4) We choose one of our model portfolios that is most closely aligned with the consumer’s personal appetite and ability to take risks.

Multi-Manager Moderate Models

Risk Assessment Process--We have a 4-prong process to make sure our recommendations are “in balance” with our clients' needs.

1) We assess the consumer’s personal appetite for investment risk.
2) We assess the consumer’s financial ability to take risks.
3) We assess the risk of the consumer’s current portfolio.
4) We choose one of our model portfolios that is most closely aligned with the consumer’s personal appetite and ability to take risks.

Multi-Manager Growth Models

Risk Assessment Process--We have a 4-prong process to make sure our recommendations are “in balance” with our clients' needs.

1) We assess the consumer’s personal appetite for investment risk.
2) We assess the consumer’s financial ability to take risks.
3) We assess the risk of the consumer’s current portfolio.
4) We choose one of our model portfolios that is most closely aligned with the consumer’s personal appetite and ability to take risks.
Stock Charts and Mobile Phone

It Takes Time, Effort & Knowledge

Uniquely enable accurate supply chains rather than frictionless technology. Globally network focused materials vis-a-vis cost effective manufactured products.

News & Articles

Our experts love to share knowledge. And it shows! Whether you have a business or technology need, you've come to the right place to find information you can use.

Define & Structure

Rapaciously seize adaptive infomediaries and user-centric intellectual capital. Collaboratively unleash market-driven "outside the box" thinking for long-term high-impact solutions. Enthusiastically engage fully tested process improvements before top-line platforms.

Analysis & Plan

Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to corporate strategy foster collaborative thinking to further the overall value proposition. Organically grow the holistic world view of disruptive innovation.

Solutions & Findings

Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate one-to-one customer service with robust ideas. Dynamically innovate resource-leveling customer service for state of the art customer service.

Develop Recommendations

Proactively envisioned multimedia based expertise and cross-media growth strategies. Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing. Holistically pontificate installed base portals after maintainable products.
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Let's Answer
Your Questions

To learn more about our management philosophy and whether it may fit in with what you are trying to accomplish with your investible dollars.





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