Who We Are

Affluent Wealth Management (AWM) is a forward-thinking company established to help our clients build and manage wealth. Our experienced teams design and implement various financial strategies to help clients achieve their short term and long term goals. Throughout various stages in personal financial planning as well as businesses financial planning, our experienced teams engaged and focused on the areas below:

Basic Wealth Protection

• Net Worth & Cash Flow Management
• Credit & Debt Management
• Health Protection Planning
• Income Protection Planning

Wealth Accumulation

• Retirement Planning
• Saving & Investment Planning
• Education Planning
• Wealth Creation Planning

Wealth Distribution

• Business Buy-Sell Agreement
• Will & Estate Planning
• Trust Planning
• Tax Planning