Financial Planners Can’t Do it All so….it’s Time for a New Approach to Wealth Management

Advisors need a new framework to evaluate all the critical facts.

Advisors need an institutional and independent fiduciary process to integrate financial planning with investment management.

The SAAM (Strategically Aligned Asset Manager) model has two parts:

The financial advisor acts as the client’s Chief Wealth Officer, and AS WM acts as the Chief Investment Officer.

Together, the SAAM model delivers vast, integrated resources to create a unique fiduciary approach to wealth management.

SAAM- Services- Individuals

Portfolio Management and Investment review
Lifestyle Return Benchmarks
Lifestyle Wealth Assessments
Asset Protection
Estate Planning
Real Estate Planning
Tax Planning
Insurance Planning

SAAM- Services- Business Owners

Portfolio Management and Investment review
Asset Protection
Business Planning
Employee Benefits
401ks and Pension Plans
Tax Planning Strategies
Business Valuation
Business Succession Planning

Your team may work closely with other professionals in specialized areas including tax and legal.

Reach Your Goals Now

Ready to learn more about AS Wealth Management and why we may be a good fit to help provide better risk-adjusted return portfolios to your clients while simultaneously helping you better market yourself and grow your revenue!
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