A complete list of active advisors currently associated with American Wealth Protection Financial, LLC

Warmer can help you find a great advisor at American Wealth Protection Financial, LLC or one who fits your needs even better.

American Wealth Protection Financial, PLLC provides investment management, financial planning, and consulting to individuals, personal trusts and estates, 501(c)(3) nonprofits, corporations, and other investment advisers. The New Hampshire–registered firm manages roughly $70 million for about 159 client relationships and offers both discretionary and non-discretionary portfolio management, typically constructing portfolios using exchange-traded funds. The firm generally follows a long-term, tailored approach that draws on fundamental, technical, and quantitative analysis to establish asset allocation and construct portfolios, with formal reviews at least annually. While focused on longer-term holdings, the adviser may rebalance, harvest gains or losses, and employ hedging tools — including cash positions and inverse strategies — when appropriate to meet client objectives or respond to market conditions. A distinctive feature is the firm’s affiliation with an operating law practice: several principals are licensed attorneys who own and work in an affiliated law firm, and the brochure discloses that legal and insurance activities are separate businesses with separate compensation, creating potential conflicts of interest that are described in the disclosure documents. The firm also notes licensed insurance agents on staff and an institutional custody relationship that may provide platform services and support, and it leaves proxy voting to clients.

To learn more about the advisors currently working at American Wealth Protection Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Conlon	Manchester, NH	6
Jenny Rivard	Manchester, NH	9

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