“I want to be prepared for life’s occasional surprises.”

Preserve your wealth

Change is inevitable—and we can help you plan for it. We’ll guide you through ways to help maintain and preserve your wealth, so you can protect your legacy.

Let us help you

Address your concerns

No matter what stage you’re at in life, we believe the best time to talk about your financial concerns—such as outliving your money or protecting your wealth for the next generation—is now. Then, we can put solutions in place to help ease your mind.

Understand potential risks

Knowledge is power. At AS Wealth Management, we can help you and your family better understand potential financial security risks and how to prepare for them. In addition, we can work with you to revisit your wealth protection strategies as you get older and your needs change.

Protect your legacy

Plan ahead. What will happen to your wealth when you’re no longer able to manage it? How can you help see that your beneficiaries will make the most of their inheritance? We can explore your options so your wishes are fulfilled.