Wealth Management Solutions for Military Veterans

Whether you’re a Veteran, active-duty servicemember, military spouse, or a dependent, you deserve specialized financial advice. From the steady paycheck of active duty to the transition to civilian life and retirement, your hard-earned resources should work effectively for you and your loved ones.

You need a dedicated financial ally to:

• Create a comprehensive retirement plan
• Manage investments to grow your wealth
• Establish trusts to safeguard your legacy

This is where wealth management solutions, particularly those provided by military-focused financial professionals like AAFMAA Wealth Management & Trust LLC (AWM&T), can make a substantial difference for your military family.

Your Guide to Wealth Management

Read our new Wealth Management Solutions Brochure to discover:

• Why you should consider wealth management
• What differentiates AWM&T
• Our suite of services: financial planning, investment management, and trust services
• Key advantages
• What matters most to you
• Our proven process

Start the Conversation with AWM&T

Whether you require a complimentary portfolio review, a comprehensive financial plan, assistance with your investment strategy, or trust services, AAFMAA Wealth Management & Trust military wealth management professionals are ready to serve you. Contact us today to set up an appointment with a Relationship Manager who can assess your financial health and customize your personalized action plan.

About Us

Founded in 2012, AAFMAA Wealth Management & Trust LLC (AWM&T) was created to meet the distinct financial needs of military families. We proudly deliver experienced, trustworthy financial planning, investment management, and trust administration services – all designed to promote lasting security and independence.

We are proud to share the mission, vision, and values of Armed Forces Mutual, our parent company. We consistently build on the Association’s rich history and tradition to provide our Members with a source of compassion, trust, and protection.  At AWM&T, we are committed to serving as your trusted fiduciary, always putting your best interests first. Through Armed Forces Mutual's legacy and our financial guidance, we provide personalized wealth management solutions to military families across generations.