Zurich Awes Financial Management, LLC

Zurich Awes Financial Management, LLC is a registered investment advisor offering personalized asset management, financial planning, and pension consulting services. Led by Zurich Awes, a Certified Financial Planner, the firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other public and private securities. Portfolios are actively supervised and reviewed at least quarterly, with rebalancing performed as needed. The firm provides discretionary management—meaning they make trades on your behalf without prior approval for each transaction—as well as non-discretionary services. Financial planning covers a broad range of topics including retirement, estate planning, charitable giving, education funding, and tax strategies. The firm primarily serves individuals, families, trusts, estates, and retirement plans, typically requiring a minimum investment of $500,000 for comprehensive portfolio management.