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.
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.
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.
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.
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.
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.
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.
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.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.
Why Don’t We
Talk Business?
Get in touch with our representatives and start your journey on expanding your company and making your business better, more agile and profitable.
Learn How We Use Tactical Strategies
Join the many people and get answers on how to improve your financial returns while risking less.
Services
Find Out More
Compliance statement:
The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Advisor Share Wealth Management does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Advisor Share Wealth Management or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing carries an inherent element of risk, including the risk of losing invested principal.
Advisor Share Wealth Management ADV 2A Brochure | Advisor Share Wealth Management ADV Part 2B Brochure | Advisor Share Wealth Management Wrap Fee Brochure | CRS Brochure | Privacy Disclosure Statement