The Awad Wealth Management Group is a “client focused” Wealth Management practice, dedicated and passionate about providing investment solutions, customized one client at a time. It is our goal, through a process of discovery, planning and scheduled review to ensure that each client is prepared not only for today’s financial challenges but also for the life changing events in the years to come.
Category > Best in Jax
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Wealth management is a term that means different things to different people. However, most agree that the word “management” is meant to be a positive—as in grow, protect, reduce risk, help me sleep at night. Jacksonville Magazine has partnered with the National Association of Board Certified Advisory Practices (NABCAP) to present a list of the region’s leading wealth managers. The list is published in its entirety in the August 2013 edition of 904 Magazine and the October 2013 edition of Jacksonville Magazine. Posted here are select profiles from the list.
Our wealth management team, which consists of three wealth advisors, one CFP and two sales assistants, is dedicated to high net worth individuals, their families and foundations. We provide recommendations founded on a culture of excellence and driven by global insight.
Our boutique model assures that our clients deal directly with our local team members. In the spirit of service we are constantly looking out for their best interests and motivating them to take action to achieve their dreams. We are advocates for our clients and help them coordinate their affairs with tax and legal advisors.
We understand that everyone’s financial situation is unique and have created a time tested investment strategy that can be tailored to suit our clients’ needs and manage risk through asset allocation. We construct portfolios consisting of both stocks and bonds with an emphasis on preservation of capital.
Our practice is based upon the highest standard of integrity, trust and ethics. We take a traditional approach to investment management but with very high end technology and services to provide comprehensive solutions for the wealthiest of clientele.
The core of our firm is a steadfast commitment to client satisfaction and exceptional service. We feel that trust and service are the most important parts of building a successful lifelong relationship. From time to time a portion of what we do for our clients is ultimately not in our control.
Our relationship with clients is built on trust and service, not on volume. We have a deep understanding of our client’s personal financial picture including their investments, taxes, insurance and estate plan, and provide a comprehensive coordinated approach relative to the clients most important needs.
Our mission is to give objective, independent and unbiased advice. We provide an institutional investment approach designed for individuals and families. We believe independent third party investment managers with specific skill sets and philosophies are superior to the one person investment manager attempting to “do it all.”
We at Higginbotham Financial Consulting Group of Wells Fargo Advisors provide a holistic investment approach to cover all of our clients’ wealth management needs. We take a personalized approach with our clients to better understand their financial needs and goals.
At Krier Wealth Management we deliver wealth management services with expertise, integrity and consistency, catering to individuals and businesses looking for customized solutions. We provide straight forward investment and planning advice.