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Confidently retire with crucial steps developed by military spouses.

Courtesy of AAFMAA Wealth Management & Trust LLC

RETIRE WITH CONFIDENCE

 

Enjoy our complimentary presentation now.

910-307-3500
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Confidently retire with the help of the military spouses and professionals from AAFMAA Wealth Management & Trust LLC (AWM&T). 

Retirement is an enormous life transition, and a customized plan is your key to success. Partner with the military spouses employed by AWM&T and learn the steps you can take today to prepare for a wonderful tomorrow.

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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.

 

Your retirement strategy should be your plan, not some generic, “one-size-fits-all” option.

Talk to a professional today.

 

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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WHAT’S INCLUDED?

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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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Member, 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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-Member, 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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-Member, AWM&T

Ready to talk?

Work with our professionals to start building your personal financial plan 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