We are a fee-based investment management and comprehensive financial planning firm representing individuals, families, corporations, and foundations. Our single focus is helping our clients accomplish their unique goals. Not only is our process client centric, but our entire organization is structured to provide the best possible experience.
If you believe working with an experienced advisor that is solely focused on your specific goals and needs makes sense, contact us for a complementary discovery meeting. We manage assets for individuals and families, providing investment management, and financial planning services.
If you believe working with an experienced advisor that is solely focused on your specific goals and needs makes sense, contact us for a complementary discovery meeting. We manage assets for individuals and families, providing investment management, and financial planning services.
Services
While it has become clich in our industry, we believe each client is truly unique. Most of us do have similar goals - we want to become financially independent, provide education funding to our kids or grandkids, leave a legacy to someone or some thing, and hope to not run out of money before we run out of time.
In our experience, each client has a different situation and set of goals or needs. Our process is broad based to let the client drive the determination of what services are needed. Not only is our process client centric, but our entire organization is structured to provide the best possible experience and outcome for each engagement.
Appaloosa is one of the most popular horse breeds in the US and to me represents independence, freedom, and character. Those are the key attributes of the company I founded and a classic representative of the breed is prominent in our logo. I have always loved horses. As a child allergies kept me away from riding, but as an adult I have developed a strong passion for equestrian sport.
Appaloosa Wealth Management (AWM) is a state registered investment advisor. The AWM website is solely limited to the dissemination of general information pertaining to its advisory services. AWM does not affect or attempt to affect transactions in securities, or the rendering of personalized investment advice or service for compensation over the Internet.
We provide comprehensive financial planning services focused on the client's needs and wishes. While we follow a process, the actual client engagement we apply is unique to each individual case. With that being said, the following steps and outcomes apply to most everyone.
While it sounds like common sense, getting our clients financial lives organized so we both can evaluate a clear starting point and growth into the future is always the first step.Most clients come to us not knowing basic metrics about their finances, such as their net worth, total financial assets, life insurance death benefits, if they are covered by disability insurance, the ratio of qualified investment assets to non-qualified, and so on.
While it sounds like common sense, getting our clients financial lives organized so we both can evaluate a clear starting point and growth into the future is always the first step.Most clients come to us not knowing basic metrics about their finances, such as their net worth, total financial assets, life insurance death benefits, if they are covered by disability insurance, the ratio of qualified investment assets to non-qualified, and so on.
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