AS Wealth Management is a financial planning and wealth management firm built around placing risk management at the center of investment and retirement planning. The firm takes an active, tactical approach rather than relying on a buy-and-hold platform, using multiple asset classes and third-party investment managers to construct portfolios. Its multi-manager conservative, moderate, and growth models are matched to clients through a four-part assessment of personal risk appetite, financial capacity for risk, current portfolio risk, and suitability.

The firm’s services include comprehensive financial planning, wealth-planning road maps, investment risk analysis, and retirement strategies, including fixed indexed annuities and tax-efficient or tax-free retirement planning. Additional planning addresses asset protection, tax reduction, debt management, charitable giving, estate planning, and long-term care. AS Wealth Management also offers a personal risk score and white-glove service. Its planning process is intended to help clients pursue financial goals while balancing investment decisions with their circumstances and priorities.