The Firm

The investment knowledge you need today is more complex than ever. You must make many   difficult decisions when building an investment strategy that meets your financial objectives. No longer can investors depend on traditional savings methods to accomplish long-term growth and security.

 

American Wealth Management (AWM) recognizes that the investor deserves a financial firm with a broad selection of investments. A firm where optimum performance and flexible service are a mutual priority.
 
AWM’s Investment Representatives each have, on average, more than 15 years of experience. They will review, recommend, and monitor your investments, while remaining mindful of your personal investment objective.
 
The Origins of American Wealth Management, Inc.
 

Wanting to provide an alternative to the high-profile financial firms where personal service is often sacrificed in order to serve the bottom line, Jerry Borzello founded American Wealth Management, Inc in 1990. Member FINRA, Inc. (http://www.finra.org/index.htm) and Municipal Securities Rulemaking Board (http://www.msrb.org). “I’ve worked with investment firms of all sizes and have seen the good and, unfortunately, the  bad,” says Borzello, who began his financial career in 1973. “I knew that, by operating a smaller firm, we could not only be successful, we could be successful by doing it the right way.” As the firm's original motto, “Service and Performance” suggests, the “right way” at AWM is putting personal service first. By being a smaller firm, we have the flexibility to do what’s right for the client. “The big boys have good intentions, but they’re superficial good intentions,” says Borzello. “Here the client is number one, not five-thousand-and-one.”