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Military Financial Services


Specialized Solutions for Military Families

AAFMAA Wealth Management & Trust (AWM&T) empowers military members, their spouses, and families with account minimums of $100k to reach their goals and achieve financial security with innovative solutions.

At AWM&T, we exclusively serve military families just like yours. We’re here to deliver the wealth management solutions and the specialized financial advice you need and deserve.

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Financial Planning

Chart your course and achieve your goals with AWM&T’s financial planning services—designed exclusively for Veterans, those in the military, and their families. Our team can help you map the way to greater financial independence.

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Investment Management

We understand the pressures military families face, and our investment management professionals take the time to understand your needs to create a custom investment portfolio for you. Then, we work to manage, monitor, and optimize your portfolio over time.

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Trust Services

Protect your assets with an experienced financial partner who puts you first, always. We can set up most types of trusts, then act as your trustee, managing and controlling the distribution of trust assets according to your intentions.