American Wealth Advisers is a wealth management firm located at 15150 W Pk Pl Suite 303 in Goodyear, AZ, holding a 4.40 rating based on customer reviews. Headquartered in Goodyear, just blocks from PebbleCreek Retirement, the firm serves clients in all 50 states. It operates as a full-service Registered Investment Advisor (RIA) and has provided financial, investment, and insurance advice since 1997. The team includes Certified Financial Fiduciaries (CF2®), Certified Accountants (CPA), and Certified Financial Planners (CFP®). Kyle Addington, CF2®, serves as President and Director of Financial Planning.
The firm offers a holistic approach to personal finance, wealth management, estate planning, and retirement planning. Services include maximizing current income, exploring investment opportunities, and developing comprehensive retirement plans. The wealth management team designs personalized plans incorporating traditional and fintech-powered tactics. Estate planning services involve formulating trusts, living wills, and legacy plans. The firm helps families utilize tax-efficient investment strategies to reach financial independence in retirement.
Tax services encompass proactive tax planning, tax preparation, accounting, bookkeeping, payroll, and employee retirement plans. The firm addresses business needs by providing assurance accounting and financial transparency. Investment programs include fee-only financial services, tactical asset management, strategic asset management, and institutional research. The team actively manages portfolios by blending technical financial data with market trends to match client risk tolerance and investment preferences. No two clients are the same, and portfolios are customized accordingly.
American Wealth Advisers aims to provide innovative investment strategies appropriate for individual goals. The firm helps eliminate financial complexity with straightforward solutions. Clients can schedule a free consultation to discuss financial goals and establish customized financial plans. The firm has served hundreds of clients in the Phoenix area and nationwide. The team takes time to understand client needs and identify goals to create value every day. Financial mistakes can be costly, so the firm thoroughly evaluates all financial options based on personal preferences. The holistic approach is monitored and adjusted to help clients reach their goals.
BizScoreAI awarded American Wealth Advisers a Content Quality score of 100 out of 100. This excellent rating means the website clearly answers customer questions and describes its pages, allowing AI assistants to quote the content directly. The firm also received a Technical score of 88 out of 100. This strong result shows the website is secure, sound, and indexable, enabling search engines to read it without errors.
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