American Wealth Management, Inc.

Gavin Borzello is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Wealth Management since 1998. Outside of advising, he works part-time as an insurance agent. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and discretionary and non-discretionary advisory services, employing a range of investment strategies based on economic analysis and research.

Lee Hollingsworth is a CFA® charterholder with 25 years of industry experience. He is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. His prior work includes one-year stints at Morgan Stanley and Raymond James Financial Services. Outside of investment advising, he works part-time as a non-securities insurance agent, authors non-securities materials, and provides accounting and administrative consulting to a company operating fishing lodges overseas. American Wealth Management, Inc. serves individuals—including high-net-worth clients—as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs both tactical and strategic investment approaches, combining macro- and microeconomic analysis with fundamental and technical research, and manages approximately $310 million in client assets.

Kevin Hauser is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including over three decades with his current firm. Hauser also established an accounting entity for tax purposes that does not generate revenue. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutions. The firm offers asset and portfolio management, financial planning, and advisory services using a range of strategies informed by economic analysis and research.

Stephen Rowley is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, holding Series 63, 65, and 66 licenses with 46 years of industry experience. He has worked at H&R Block Financial Advisors, Inc. since 2005. Outside of his advisory role, he is a 20% owner of a sports photography company called BIGSHOTS and spends a small portion of his time involved with fixed annuity sales. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach incorporating economic analysis, fundamental and technical research, and various strategies tailored to client objectives.

Langdon Hollingsworth is a financial advisor at American Wealth Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at McKinsey & Company, Solea Water, and pursued graduate studies at MIT and Harvard Business School. American Wealth Management serves individuals, including high-net-worth clients, as well as institutions such as corporate pension plans and charitable organizations. The firm employs both tactical and strategic investment approaches, utilizing macro- and microeconomic analysis, fundamental and technical research, and option strategies to manage approximately $310 million in client assets.

Jerome Borzello is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with American Wealth Management since 1989. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a diverse investment approach that includes fundamental and technical research as well as strategies ranging from long-term buy-and-hold to shorter-term trading.

John Lutz Jr. is a financial advisor with American Wealth Management, Inc. in Casper, WY, holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Investments from 2002 to 2009 and Yellowstone Partners, LLC from 2009 to 2011. American Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary investment management, employing tactical and strategic approaches that incorporate macro- and microeconomic analysis, fundamental and technical research, and option strategies.

Alex Lutz is a financial advisor at American Wealth Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously in diverse roles including at Hilltop National Bank and North Platte Physical Therapy. American Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm’s investment approach combines micro- and macroeconomic analysis with fundamental and technical research, offering a range of strategies from long-term buy-and-hold to shorter-term trading and options.

Kurt Grimmer is a financial advisor at American Wealth Management, Inc. with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Edward Jones, and Wells Fargo Clearing. Outside of his advisory role, he serves as a commissioner for the Peninsula Metropolitan Park District and the Tacoma Narrows Airport Advisory Commission. American Wealth Management, Inc. serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm employs both tactical and strategic investment approaches, utilizing macro- and microeconomic analysis, fundamental and technical research, and option strategies to align portfolios with client objectives.

Richard Miller is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, charitable institutions, and endowments, offering asset and portfolio management, financial planning, and investment management. The firm employs both tactical and strategic investment approaches using various analytical techniques and manages approximately $310 million in client assets.