A complete list of active advisors currently associated with Zurich Awes Financial Management, LLC

Warmer can help you find a great advisor at Zurich Awes Financial Management, LLC or one who fits your needs even better.

Zurich Awes Financial Management, LLC works with individuals, trusts, pension and profit-sharing plans, and small business clients to provide asset management, financial planning and pension consulting. The firm typically charges percentage-of-assets-under-management fees for portfolio services and uses flat or hourly arrangements for planning and pension engagements. The adviser builds customized portfolios that may include individual equities, bonds, ETFs, options and private investments, applying a mix of approaches such as Modern/Post‑Modern Portfolio Theory, fundamental and technical analysis, and both long‑ and short‑term strategies. Relationships are often managed on a discretionary basis with at least quarterly reviews, virtual meetings and client access to a secure planning and reporting portal; the firm also discloses use of third‑party vendors for rebalancing, planning and administrative tasks. Several features distinguish the firm from many peers: the principal is licensed as an insurance producer and may sell insurance products for commission in addition to providing advisory services, a potential conflict the firm discloses. The firm also provides pension consulting to plan sponsors (including participant education and plan monitoring), distributes periodic educational material via its client portal, and may refer clients to an affiliated small‑business advisory entity for strategic services.

To learn more about the advisors currently working at Zurich Awes Financial Management, 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.