The AKW Group purposely keeps our client roster small so we can dedicate ourselves to a higher level of service and personal attention. We work with a wide variety of clients, but two particular areas of expertise include:

We have worked with many families across multiple generations. 

• Our goal is to protect the needs of elderly clients while building a solid future for the younger ones.  
• As a family firm, we understand family dynamics and families' needs.
• Since we also have advisors representing multiple generations, we are prepared to work with your family over the long term.
• We ensure that our older clients feel cared for, supported, and respected. 
• Sometimes, older people become unable to handle their affairs. If that happens to your family, we make sure there is a team in place to support their needs, whether appointing a trustee or making sure their children understand what is required of them.

We have expertise in handling significant wealth, throughout the arc of a professional's career.

•  Our lengthy experience in investment consulting means we can help your assets withstand any market environment.
• We understand how busy these people are and that they don't have time to worry about their finances. Our proactive client service makes managing their finances much less burdensome for them.
• These individuals require a higher level of planning because taxes play a more significant role in their situation, and they have different and expansive estate planning needs.
• Because these clients tend to accumulate wealth quickly, many feel burnt out and seek financial independence at an earlier age.