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

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...