Same team. Same commitment. Same personalized service. Just a new name that reflects who we’ve always been — a firm built around structure, accountability, and your financial clarity.
At AAN Wealth Advisors, we believe that having a Wealth Manager to assist with your investments and securities is an important piece of the planning process in addition to the Estate Planning, Insurance, Legal, Home Equity, and Tax professionals that we use.
A Wealth Manager plays an important role in assisting you to help achieve your financial and retirement goals. When dealing with investments, trust is the top priority for all investors. That is why Affinity will only refer a trusted Wealth Manager to all of our clients. Character, trust, successful years of experience, and the ability to communicate and manage the investment process with you are just some of the factors we look for in a Wealth Manager.
Your AAN Wealth Manager will work with you every step of the way to help manage your IRA, Roth IRA, Trust Accounts, 529 Plans, 401ks, individual or Joint Accounts, and may use a variety of investment vehicles that are in line with individual risk tolerance and overall goals.
One unique feature is the consistent electronic monitoring and rebalancing of each investment account. This happens at no additional charge and keeps your risk balanced in line with your original goals. We know investors like you want to work with someone who is not only an expert in the industry, but who is also trustworthy, transparent and can explain all of the positive and negative aspects of the investment process.
Whether you are a conservative, moderate, or aggressive investor, it’s important to have a portfolio that is tailored just for you.
