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Achilles Wealth Management, LLC

FINANCIAL PLANNING FOR MINORITY BUSINESS OWNERS

Live your best life without compromising your future.

EVALUATION PROCESS

A 3-step process to help you evaluate our services and make an informed decision about working with our firm.

SERVICES
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SERVICES

AWM is a fee-only financial advisor designed to provide financial solutions for Haitian business owners and executives looking for expert advice, education, and time. Services include:

AWM Strategic Planning

Strategic Planning

AWM Retirement Planning

Retirement Planning

AWM Investment Planning

Investment Planning

AWm Tax Planning

Tax Planning

AWM Risk Management

Risk Management

PRICING SCHEDULE

Our pricing schedule provides business owners complete access to our holistic service model without requiring a minimum investment balance. Instead, our clients can pay an annual fee that covers the cost of our management services.

$5k - $30k

Annual Fee

.75% - 1%

Assets Under Management (AUM)

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FINANCIAL WELLNESS TEST

Take the quiz below to see how close you are to achieving financial health.

The financial life of business owners and executives can be dynamic and unique to the individual. Our service model has been designed to address most financial challenges a business owner can face. Still, we understand that your unique challenges can provide an opportunity to make a meaningful difference in your economic life. Understanding where you are lets you know what steps to take next. Answer 6 simple questions to get ideas on building your financial health.

WHY AWM

Our Management Process

Achilles Wealth Management provides you with the necessary services to manage your assets. Our process is designed to help our clients, their families, and employees plan for the future, prevail with the plan, and protect what matters.

AWM Process - Plan

PLAN

AWM Process - Prevail

PREVAIL

AWM Process - Protect

PROTECT

AWM Process - Provide

PROVIDE

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