Inheriting Wealth

Manage Your Inheritance with AWM&T

Receiving an inheritance usually comes at an emotional time. Pair that with the legal and financial complexities of inherited wealth, and you’ll need a financial partner you can trust. AWM&T has been helping military Servicemembers, Veterans, and their families for years—and we can help you, too.

AWM&T’s military wealth management professionals can help you understand the essentials of your inheritance. This includes the implications of lump-sum versus periodic payouts, and expertise regarding asset types and values, property, and retirement accounts.

Our trusted professionals offer comprehensive services to help you manage and make the most of your inherited wealth, including strategies, investment options, wealth management, and services to help you begin your own legacy planning.

The team at AWM&T is committed to helping military families succeed. Not just because it’s our job, but because many of us are Veterans or come from military families. We understand the unique sacrifices you and your family have made, and we promise to stand with you now and into the future.

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We Can Help You With:

• Understanding your inheritance, including asset types, value, and distributions
• Sound financial advice
• Preserving, investing, and growing your wealth
• Establish your own plan and charitable giving