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 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 you want to go so we can build a financial plan to get there. We consistently monitor the strategies and communicate as necessary so you are informed. We pride ourselves on constant never ending 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.
If you want options on when to retire or to downsize to a less demanding career, options on how to pay for college, options on what to invest in, options can be available with planning.
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.
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.