Our 10 Commandments:Fiduciary Duty Principles™

Ten Commandments Upholding Your Financial Well-Being

1. Client's Interests First: We pledge to place your best interests at the forefront, acting with undivided loyalty and utmost good faith.

2. Professional Prudence: Exercising professional skill, care, diligence, and good judgment is our norm in serving you better.

3. Transparent Communication: We ensure a culture of honesty, providing full disclosure of material facts so you're always well-informed.

4. Conflict of Interest Avoidance: Our operations are structured to avoid conflicts of interest, and we fully disclose any potential conflicts that may arise.

5. Holistic Wealth Planning: Comprehensive wealth planning coupled with a strive for continuous improvement encapsulates our service ethos.

6. No Commission Basis: We abstain from earning commissions on investment recommendations, thus eliminating undue influences on our advice.

7. Transparent Portfolio Management: A clear lens on all portfolios and investments is provided, embodying transparency.

8. Independence: Our independence from external financial entities is a pillar that ensures unbiased and unadulterated advice.

9. No Proprietary Products: We steer clear of creating or selling proprietary products, keeping our advice genuine and in your best interest.

10. No Physical Custody: We uphold a clear demarcation of roles by not holding or possessing any securities, monies, or client assets.

At AWM, Our raison d'être is your financial prosperity and creating a lasting legacy. Our Fiduciary Duty Principles™ are not just a set of guidelines but a commitment to an unwavering, client-centric approach ensuring transparent, personalized, and effective wealth management solutions. In every endeavor, our compass is calibrated towards what is best for you.