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AMERICAN WEALTH ADVISERS is a financial advisor providing financial planning and financial services designed for you. Located in the West Valley of Phoenix, AZ, we offer fee-based financial advice, 24/7 online investment account access, real-time consolidated portfolio reports, customized strategic financial plans, legacy and estate planning, wealth management and durable income stream planning. Our financial plans are customized to help you prepare and achieve your specific financial goals.
AMERICAN WEALTH ADVISERS
Expertise you need.
Technology for convenience.
Service you deserve!
Book Your Tax Appointment Online!
At AMERICAN WEALTH ADVISERS, our focus is your financial plan. No two clients are the same and their financial plan, investment choices, retirement schedule and insurance needs are unique. We are an independent financial consultant, Investment Adviser Representative, and strategic financial planning firm which provides active or tactical wealth management to clients located in more than 23 states and 5 countries.
Kyle Addington, President
Our goal is to be a leader in comprehensive post-retirement financial planning with common sense options presented in a way that is easy to understand. We want to earn your business and will strive to keep your trust to create value every day of every year.
AMERICAN WEALTH ADVISERS is a full service financial investment firm. Offering a variety of financial strategies including:
- Fee-Based Investment Financial Planning
- Retirement Investments: IRA, Roth IRA, SEP IRA, SIMPLE IRA, Beneficiary IRA
- Legacy, Estate, and Philanthropy Planning
- Social Security Optimization
- REITs and BDCs
- 401k, 403b, 457, Non-Qualified Retirement Plans
- Life, Health, LTC and Disability Insurance
- Tax Management Strategies
Working with AMERICAN WEALTH ADVISERS, means you can expect:
Independence & Objectivity
As an independent firm, we do not offer any proprietary products. Independence is vital to delivering objective, unbiased financial plans.
Cutting Edge Technology
We invest heavily in technology to provide high quality tools and ensure a seamless experience for our clients. Clients have a specific financial plan with consolidated account statements, single log on access, 24/7 portfolio and “live” financial plan/snapshot with ease of use.
Clients benefit from comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history. Our combined tenure is over 35 years in the investment industry.
Disciplined Asset Management
The firm is built on long-term relationships, acting as active risk managers, managing diversified portfolios. Our seasoned wealth management team follows sophisticated and disciplined strategies to help build wealth while carefully managing risks in all market environments.
Fee Based ~ Client Centric
We are primarily a fee-based financial planning firm. This means we work with our clients as a financial fiduciary. We look out for our client’s best interest, at all times. This fiduciary standard is more stringent than the suitability standard, including transparent fee structures. The fiduciary standard holds AMERICAN WEALTH ADVISERS to a high level of care and ethical code.
Retirement planning does not happen by chance. It involves establishing sound, realistic retirement plans that includes income, expense, and investment allocation and portfolio management.