Why American Asset

Passion & Experience

We begin every day excited to learn something new and are eager to share our knowledge and experience with you.

Integrated Approach

More than just investments. Tax planning, Estate planning, Retirement Planning, and more. We strive to provide the resources necessary for you to reach your goals.

Personalized Client Relationship

We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.

Why Us?

Our Services

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Our consultants are ready to serve you.

Financial Roadmaps Built Exactly To Your Needs

American Asset Management strives to develop low volatility portfolios that are intended to allow our clients to sleep at night regardless of what is occurring in the stock market. We believe your portfolio should give you the opportunity to make money regardless of whether we are in a bull market or a bear market. A properly allocated portfolio has the potential to control the volatility and provide both the income and growth every client is looking for. Low volatility is the key to remaining fully invested and we believe it can prevent the biggest mistake; buying high and selling low.

Our Team

Podcast

The proper portfolio is one that allows you to sleep at night while providing the income and growth you need.

Blogs

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...