AWM Welcome Booklet

Success isn’t measured by wealth,
but by how wealth is shared.

FINANCIALHEALTH.COM

Dictate your life’s course.

At American Wealth Management, we focus on helping you achieve
meaningful life experiences through financial freedom. Our wealth advisors
will help you set and achieve your financial goals through AWM’s personalized
financial strategies that reflect who you are and what you value. There are no
one-size-fits-all solutions.

We commit to...

1. Center every client relationship on trust through OPEN COMMUNICATION.
2. Provide continual EDUCATION as you progress on your financial journey.
3. Execute every service we provide ACCURATELY and PROMPTLY.
4. Operate under the highest level of CONFIDENTIALITY.

Your unique story deserves
a tailored solution.

What’s di erent about us?

American Wealth Management brings a unique combination of
commitments and services to each client relationship:

WE’RE TRUSTED EXPERTS AND YOUR FINANCIAL ADVOCATES.
Our sole focus is serving you. We act in your interest at all times.
We do not have obligations to any investment product
manufacturers that may lead to conflicts of interest. You have
our undivided loyalty.

WE APPRECIATE YOUR UNIQUE CIRCUMSTANCES.
We will work closely with you to devise a customized financial
portfolio that meets your needs. We care about your goals and
desires. Your experiences are yours alone, and every decision
we make will reflect what we know about you.

WE ENGAGE DYNAMIC INVESTMENT STRATEGIES.
The financial world is always changing and so is your life. If it fits
your needs, we will use our proprietary approach to determine
the right mix of assets for your portfolio at the right time. We
will invest and adjust according to the market and your life
circumstances.

WE OFFER COMPREHENSIVE FINANCIAL PLANNING.
To help you understand your options, we use a 6-step financial
planning process to get at the heart of your financial goals. We
help you identify your objectives and, together, devise a course
of action.

WE BELIEVE IN ABSOLUTE TRANSPARENCY.
We are a fiduciary firm. Your account status and client fees are
shared with you regularly. Using our tracking software, you can
view your portfolio at any time. Our goal is to thoroughly discuss
plans with you to ensure you understand our recommendations
and the rationale behind them.

WE USE STATE-OF-THE-ART TECHNOLOGY.
We are known for our investment tools. With our extensive
ongoing research, years of expert insight, and technical resources,
we strive to provide you with the very best in the business.

How we work with you

We’ll help you smooth the many peaks and valleys that come
with seeking financial success. Our proven 4-step process will
guide you on your path.

FIRST, we help you identify your goals. With these goals in mind you’ll
maximize your financial potential and gain both confidence and peace of
mind as you set out on the path to your future.

SECOND, we develop a plan. Financial planning and investment
management are ongoing processes that will evolve as your life evolves.
One-size-fits-all solutions don’t exist here. We truly understand you on a
personal level and relate to your life circumstances and emotions.

THIRD, we select a strategy that will get you where you want to be. We
protect your wealth and grow your assets through our flexible approach,
comprehensive analyses, and expertise discipline. Using specialized tools,
we create diversified portfolios that maximize potential for success while
minimizing risk.

AND FINALLY, we do all of this with constant, transparent communication.
All information regarding client fees and account statuses will be shared
regularly. Our goal is to anticipate your questions and disclose important
details as promptly as possible.

How can we support you?

Life is complicated, so you need a plan that doesn’t let anything fall
through the cracks. For this reason, the advisors at American
Wealth Management have the expertise to help you in six key
areas. Our services include:

FINANCIAL PLANNING: A PLAN THAT EVOLVES WITH YOU
Your financial goals will change shape with each new phase of life
and we will be there to make sure your financial plan changes
with you.

INVESTMENT MANAGEMENT: MAXIMIZE SUCCESS, MINIMIZE RISK
Managing your investments is an integral part of your financial
plan. We will continually assist you in managing your assets and
periodically review and adjust your portfolio as necessary.

ESTATE PLANNING: LEAVE A LEGACY
Working with your legal counsel, we put your mind at ease by
determining how to best protect, grow, and transfer your assets
from both tax and legal perspectives. It’s important to us that
estate planning is a seamless, digestible, and enjoyable process
for everyone.

RISK MANAGEMENT: PROTECT YOUR WEALTH
Our goal is to protect your wealth from unforeseen risks. We will
help you determine how insurance can play a role in reaching
your goals with options that mitigate uncertainty from accidents,
illnesses, and other inevitable situations.

TAX PLANNING: YOUR GREATEST EXPENSE
While we aren’t accountants by trade, we have a deep
understanding of how taxes impact you. Working closely with tax
advisors, we’ll offer you solid guidance.

RETIREMENT PLANNING: TAKE IT EASY
We want you to have the retirement of your dreams, but setting
yourself up to enjoy a carefree retirement requires planning well
in advance in a handful of areas. Using our knowledge and
resources, we’ll create a plan that helps you reach your financial
goals within your timeline.

Start

planning

today.

It’s never too early or too late to
start taking your money seriously,
but the earlier you start, the better
off you will be. You need someone
on your team who understands
how to help your financial situation
progress. That’s where we step in.

We look forward to meeting you.

What do you want to do with your hard-earned money? Are you ready to feel
peace about your financial future? Are you ready to take the first step toward
reaching your financial goals? We're ready to help! Reach out today.

(775) 332-7000 [email protected]

Investment advice offered through American Wealth Management (“AWM”), a SEC-registered investment adviser.
Certain personnel of AWM may also be registered representatives of M.S. Howells & Co. (“MSH”), Member FINRA/SIPC,
a registered broker-dealer, and therefore, may offer securities through MSH. AWM and MSH are not affiliated entities.

American Wealth Management
570 Hammill Lane
Reno, NV 89511
Phone: (775) 332-7000

www.financialhealth.com