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

What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...