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(910) 307-3500
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(910) 307-3500

 

Take Hold of Your Financial Future

Speak to a professional for a complimentary portfolio review

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Enjoy a Complimentary Portfolio Review.
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Prioritize Your Financial Journey

AAFMAA Wealth & Trust LLC (AWM&T) is the premier provider of customized financial solutions for military servicemembers, Veterans, and their families. Our extensive experience and deep understanding of military life allow us to offer services that make your journey unique to you.

Build and cultivate a legacy that lasts for lifetimes.

Let us serve you!  We understand you because many of our team members are military Veterans, spouses, and dependents, and we have stood in your shoes.

Click here to get started. Together, we’ll design a strategy that aligns with your goals, protects your assets, and gives you peace of mind. 

 

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Who We Are 

  • Founded in 2012, AWM&T was built specifically to meet the unique financial needs of military families. We provide experienced, trustworthy, long-range financial planning, investment management, and trust administration services to support financial independence and security. We aim to be the premier provider of fiduciary services to members of the U.S. Armed Forces and their families by always working in your best interests.


    We are proud to share the mission, vision, and values of our parent company. The American Armed Forces Mutual Aid Association (AAFMAA) is the longest-standing, non-profit financial solutions provider supporting military families and Veterans. We consistently build on their rich history and tradition to provide Members with a source of compassion, trust, and protection. Through AAFMAA’s long-standing legacy since 1879 and our financial knowledge, AWM&T is honored to provide personalized wealth management services to military families across generations.

     
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The military is the cornerstone
of who we are.

A significant number of our employees are  Veterans, military spouses, or dependents.

 

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We take care of you
like family.

Experience unparalleled personal service from a team of seasoned investment management professionals  focused solely on the military community.

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We do what’s right for our members – always.

We’ll recommend and maintain the right portfolio for you based on your goals, time frame, and risk tolerance.

 

Client Testimonials

"My team has been very responsive and focused on our priorities.  This year, we decided to better consolidate our investments and the AAFMAA team ensured we had the information and process necessary to make that happen.  We are comfortable with our team and the financial planning strategy in place."

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Client, AWM&T

"I have worked with your staff for almost 9 years now and each one of them have been very helpful and answered my questions in a professional manner.  I have been pleased with the return on my investments during this time."

 

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Client, AWM&T

"No change from last year. We trust you as a fiduciary, and we get common sense answers from our relationship manager, as we did from our two previous ones. The fact that the CFO even took time to talk to Lynda and me about some issues I raised last fall was very responsive to say the least. We appreciated it."

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Client, AWM&T
Read All Testimonials

"At AAFMAA Wealth Management & Trust...

they make it their

mission to serve you." 


-Member, AWM&T

Preserve Your Legacy

Financial solutions developed by the military, for the military.

WHO ARE OUR PLANS FOR?

awmt checkCurrent and former US military service members with an investment minimum of $100k

  • Active Duty
  • Transitioning Out of the Military
  • Veterans

 

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Children of Members

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WHAT’S INCLUDED?

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Building a Generational Legacy:

Military Family Wealth 

Securing your financial future is more than selecting the right investments; it’s about selecting the right financial partner. With AWM&T, you’ll benefit from a trusted team who understands military and Veteran families like yours and is invested in your financial future.

Whatever your unique journey calls for regarding life stage, financial security, risk tolerance, or time horizon, AWM&T’s financial planning team can work with you to develop a personalized strategy for life during and after service. In addition to creating your custom plan, we’re here to provide professional wealth management of your investments, taking charge of your future.

 


Our Investment Services Are Centered Around You

Our Investment Management Process

awmt checkInitial Consultation

You'll meet with your dedicated Relationship Manager to discuss your goals, timelines, risk tolerance, tax considerations, and investment preferences.

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Your Relationship Manager collaborates with our military financial professionals to create a personalized investment policy statement and portfolio strategy.

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We build and implement your portfolio using strategic asset allocation.  

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Our investment team manages and monitors your investments, making adjustments as necessary to optimize returns. 

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Your Relationship Manager will keep you informed with performance updates and ongoing adjustments to ensure your portfolio remains aligned with your financial goals.

 

 

Click Here to Get Started 

 

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1-910-307-3500

Mon-Fri:

8:30 AM - 5:30 PM ET

 

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Mon-Fri:

8:30 AM - 5:30 PM ET

 

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We will reply to your email within 24 hours

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Make an Appointment

Schedule Yours Today

 

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Financial Planning, Investment Management, and Trust Services are provided by AAFMAA Wealth Management & Trust, a North Carolina Limited Liability Company wholly owned by AAFMAA. Physical address: 639 Executive Place, Suite 200, Fayetteville, NC 28305. Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice and we encourage you to seek guidance from your tax and legal advisors. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal