Allied Wealth is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
AWM Financial Services (AWM) is an investment adviser registered with the Securities and Exchange Commission (“SEC”) with its principal office in The Woodlands, Texas. SEC registration does not imply a certain level of skill or training. AWM and its representatives are also in compliance with the registration and notice filing requirements imposed upon investment advisers and their representatives by those states in which AWM has clients.
Investment Advisory Services may be offered through AWM Financial Services, Inc a registered investment advisor. Working with AWM Financial Services Inc, cannot guarantee investment success or that any specific financial goals will be achieved.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Allied Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Allied Wealth is not associated with or endorsed by the Social Security Administration or any other government agency.
Insurance products and services are offered through AWM Insurance Services, Inc. AWM Financial Services, Inc. and Allied Wealth Consulting Services LLC are affiliated companies.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Allied Wealth.
Any references to protection of benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
AWM Financial Services, Inc. manages portfolios for many clients in several investment styles. Recommendations for one client may not be suitable for other clients. Returns realized by our clients may differ depending on the styles and objectives of the individual portfolios.
USA Patriot Act Notice: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person that opens an account. We will ask for your name, address, date of birth, and identifying documents to allow us to identify you, such as a driver’s license. We may also ask for other identifying documents.
The “On the Money” TV show and “On the Money” Radio show and “As Seen In” articles appear as paid placements.
The information and opinions contained in any of the material requested from this website, paid placement or advertisement are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Nothing on this website, TV or Radio show or Advertisement should be considered an offer to sell or the solicitation of an offer to buy shares of any security. This website, TV or Radio show or Advertisement is not intended to offer investment advice and should not be taken as such. Nothing on this site should be considered as a guide to the selection of securities or the construction of a portfolio by an investor. Our selection of securities and composition of portfolios involve many factors that may not be discerned by viewing the materials on this website. Any individuals or institutions who are interested in any of Allied Wealth’s investment strategies should review our Form ADV Part 2 (Brochure and Supplement), which is available upon request and should discuss their own objectives and the capabilities of Allied Wealth in detail with a representative. Any direct communication by Allied Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides.