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You may not know what you want in a financial advisor, but you do know managing your financial goals feels "too big" to do on your own. We were there once too as individual investors.

Athene Wealth Management was created to serve businesses and individuals that want a white glove approach with a high level of service in creating and managing their financial life. Our focus is on tax strategic investing, planning and helping you build a financial team. We know that our job doesn't begin and end with your money. It's about your life and helping you gain confidence in making intelligent financial decisions along the way.

We have a comprehensive time tested process to uncover where you are today and where have a direction to focus our efforts. We consistently monitor the strategies and communicate as necessary so you are informed. We pride ourselves on striving for continuous improvement to ensure you benefit from our knowledge, freeing you from the burden of having to research everything on your own.  

As independent advisors, we are not mandated to sell particular products or meet monthly revenue goals. Our focus is solely on keeping your interests in mind.

Contact us today if you would like to have a conversation and see what your options are with us. 

We look forward to working with you.


2019/2020 Tax Season Guide

To ease some of the burdens of tax season we’ve created this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face.

Of course, if you have additional questions about anything included in this guide, we’re just a phone call or email away.

Click Here to Download

What's in a Name?

Many people ask what does Athene mean? Athene is the masculine version of Athena, who among other things is the Goddess of wisdom and courage. This resonated with me as I thought about what I try to instill in my clients. I want my clients to have the courage to know that they can do this, they can pursue their financial goals. I also want my clients to have the wisdom to feel that together we're making suitable financial decisions. 

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