The AHM Wealth Management Group

At The AHM Wealth Management Group, we serve clients with significant wealth and expectations.
 
As a result, we only assist a limited circle of individuals and families, business owners and employees, as well as non-profits whose causes we admire and often support. By continuing our tradition of delivering intelligence and integrity, we can continue to provide clients with education and enlightened perspectives. 
 
We are well aware that clients can choose from among thousands of advisors. We are also aware that our own diligence and performance can help clients focus more squarely on their families and enterprises. We have families, too. Our job – our oath, in fact – is to do everything possible to help clients enjoy the people and passions in their lives.
 
To serve those who demand an uncompromised measure of acumen and attention, we concentrate collectively on each client’s most significant priorities and goals for family, business and philanthropy. We believe it’s critical for a client's estate to be structured appropriately – to avoid, where possible, unnecessary expenses, risks, taxes and legal burdens during life or after death. At each client’s request, we can work with their legal and tax advisors to coordinate such strategies.

With team members’ ages that align nicely with those of clients, we’ve nurtured enduring relationships in which mutual interests and experiences make conversations comfortable, rather than a formality. And because clients’ schedules fit no calendar, our frequency and mode of communication is flexible – phone, email, WebEx, or whatever a client prefers.

The referrals we receive tell us we’re proficient in assisting clients whose complex financial lives demand a sophisticated measure of complex wealth management. As a high caliber team that operates on many cylinders, we feel privileged to address the needs and nuances of ambitious people.

Merrill Lynch’s Aashish Matani: Work Hard, Work Smart