Helping you make smart financial choices and live your best life is our primary mission and priority. We also want to help make planning and managing your financial life as hassle-free as possible. Because we know you’re busy. And we also know that’s our job.
So, we offer all the wealth management, investment and planning services you need under one roof. We serve as your financial team leaders, coordinating with other professionals — your attorneys, accountants, bankers and more — to make sure all aspects of your financial plan are being executed.
There are thousands of financial advisors vying for your business. Why would you choose to work with Afia Wealth? That’s easy: because here, it’s all about you.
First, it’s about earning your trust, because nothing’s more important than that. We earn your trust by listening to you, putting your needs first and providing truly customized advice and guidance.
We earn your trust by being 100 percent upfront, transparent and accountable. We believe in full disclosure — no exceptions. We also earn your trust by being good stewards of your money. We’re as careful with your money as we are our own.
And finally, we work with you on your terms. Whether you want to meet in person, on zoom, on the phone… whatever works for you, works for us. And we’re always available to answer questions, discuss your progress or offer advice. Because here, you, your family and your future are our top priority. Always.
The freedom to live your lifestyle the way you want in retirement depends on a variety of choices. We help evaluate those choices with you to guide you toward a more successful today and tomorrow.
As accumulation of retirement assets helps understand when you can retire, the income that comes from your assets will help you understand how long you can stay retired. We will help analyze your current assets to maximize your income stream so you can focus on your new purpose, worry free.
Financial planning and tax efficiency go hand-in-hand. Whether you’re looking to properly save for retirement, help improve your income tax situation or want help with your business taxes – we can create a customized plan for you.
Quality investment advice can come in many forms. We can help evaluate investment decisions to make sure they meet your risk tolerance and add value to your investment goals, whether that be for retirement, collage savings or passing on your wealth to your family.
Investing in matters that you care about should be a top priority for you. We will take the time to understand what you care about and make recommendations based on what matters most to you.
“Investing for ESG matters comes with unique risk. Investments may forgo opportunities to buy certain assets when it might otherwise be advantageous to do so, or sell assets based on ESG methodology criteria when it might be otherwise disadvantageous to do so. As a result, the investment may underperform similar issues with lower ratings or the market as a whole.”
Whether it’s protecting your loved ones or your home. We will guide you through our process of understating what needs protection.
Trusted advice can make or break a business. We help our business owners get back more time, money and confidence knowing they have a trusted partner to lean on. We assist with business retirement plans, capital management, employee benefits and succession planning.
Wealth management plays an important role in safeguarding your family or business, avoiding unnecessary taxes, ensuring that your legacy will continue, and realizing the purpose of your wealth. It is not always possible to control the future, but you can plan for it. And with proper estate planning you can protect your family and ensure your wishes are realized.
While giving to a cause you care about is rewarding by yourself, understanding the potential financial benefits is as well. We can guide you through the process to maximize the tax benefits for your charitable giving.