Short Questionnaire

Are you a current or former member of the American Armed Forces? Want a second opinion on how your life savings are invested?

Financial Dashboard

Do you have a Financial Dashboard that monitors all your accounts with one login and provides you with helpful tools?

Uniformed Service Accounts

Are you an active duty member of the American Armed Forces? Ready to plan your future with a professionally managed investment account?

AWM&T Facts

Our vision is to ensure the financial security and independence of the members of the American Armed Forces Community.

Client Accounts
Million in Assets Under Management
Combined Years of Experience


For your convenience, we have given you easy access to some key forms and documents. If you do not see a document you need, email us at

Take Hold of Your Financial Future

Have a Question?

Give us a call at 910-853-6149 or contact us at


  • Phone : 910-853-6149
  • Email :

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