Accredited Wealth Management Advisors(AWMA)
Our Staff Experience
Our Team Has...
The experience to
help you
identify needs and
simplify your life.
Private Bankers are entirely responsible for the core deposit and
loan their clients and utilize partners as necessary for any type of
need the customer may have.  Private Bankers are the facilitators
of a team of professionals.  They play a critical role in coordinating
the entire team for the benefit of the client.  They act as the
Advisor to a client and are responsible for the relationship.  They
surround themselves with their Private Banking partners.  Some of
these professionals include the following:

  • Securities Brokers
  • Trust Administrators \ Specialists
  • Insurance Specialists
  • Financial Planners
  • Trust Portfolio Managers
  • Mortgage Loan Originators
  • Commercial Lenders \ Business Bankers
  • Attorneys
  • Accountants
Private Bankers
The AWMA is a highly skilled individual who possesses advanced,
yet practical knowledge about critical aspects of the financial
services industry including: asset management, allocation, and
selection; investment performance and strategies; and taxation of
investment products. The AWMA designation assures your wealth
manager has training in investment for retirement, strategies for
small business owners, and the management of deferred
compensation plans. In addition the AWMA professional is an
excellent resource on insurance, estate planning, asset protection,
and tax reduction issues.
"managing the business of life"
The Personal Financial Management and
Concierge Service