Welcome to Zurich Awes Financial Management

Autonomy. Mastery. Purpose.

These are the requirements to Live the Life You Love℠.

You likely have a purpose in your life, maybe several. Each day you already seek mastery by trying to live just a little better.

But autonomy is tricky. Individual autonomy (the authority to make your own decisions about what’s best for you and your family) is one thing. But financial autonomy is something else entirely. It takes technical skill, expertise and years of practice to achieve and then maintain financial autonomy over a lifetime.

You have a choice. You can spend years getting licenses and degrees; studying investment management, tax planning and insurance risk analysis; researching; and practicing until one day, several years from now, you finally get it right. Or, you can hire a great registered investment adviser today.

Which choice moves you closer to achieving your own purpose in life?

Zurich, Barbara and Alison living the life they love in Paris.

Zurich, Barbara and Alison living the life they love in Paris.

Zurich Awes Financial Management is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Zurich Awes Financial Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Zurich Awes Financial Management unless a client service agreement is in place.