Page 2 - CB_8_331_20_AWM Brochure SPREADS
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WHAT WE COMMIT TO



                              TABLE OF CONTENTS



                                                                                                                                      We help you PLAN TO PROSPER.


                                                                                                                                      These three words reflect why we do what we do. We want you to be able to
                                                                                                                                      live your best life. We want your long-term financial success and freedom. Our

                                                                                                                                      wealth advisors will help you set and work toward your financial goals through

                                                                                                                                      American Wealth Management’s proprietary approach that focuses on who
                                                       Section 1:
                                                                                                                                      you are and what you value. We also commit to:
                                              What We Commit To


                                                                                                                                      1. Center every client relationship on trust through OPEN COMMUNICATION.

                                                       Section 2:                                                                     2. Provide continual EDUCATION as you progress on your financial journey.

                                              Why We’re Different                                                                     3. Execute every service we provide ACCURATELY and PROMPTLY.


                                                                                                                                      4. Operate under the highest level of CONFIDENTIALITY.

                                                       Section 3:

                                                  What We Offer





                                                       Section 4:

                                         Our Investment Strategies





                                                       Section 5:

                                             FinScape: Our 5-Step


                                         Financial Planning Process





                                                       Section 6:

                                           Our Team Is Your Team
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