Page 3 - CB_8_331_20_AWM Brochure SPREADS

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