Your Unique Life.

Our Guided Approach.

Forward-Thinking Independent Financial Advice

A New

Financial Era

If you’re looking to achieve the financial success you’ve always imagined, we know how to set a course.

All About Your Goals

Save for an early retirement. Provide for your children’s education. Keep your treasured vacation house in the family for generations. Your goals are unique. We can show you how to make them a reality.

Why Sacrifice?

We don’t believe you have to give up quality in exchange for convenience. Our model allows you to have both.

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OUR APPROACH

At A.I.D. Wealth Management, our advisors have the experience, credentials and commitment necessary to work with high net worth families, businesses and those individuals that financially may not be “there” yet, but want to work with those that are most qualified to get them “there”. A commitment we have been practicing for over 30 years.

Guidance Aligned With You

TELL US YOUR FINANCIAL GOALS

“Between my business, real estate, and other assets, my advisors have estimated that my heirs will have to pay at least $5,000,000 in estate taxes to the IRS. We want to keep all of our assets in the family and eliminate the tax burden.”

“My wife and I make a combined yearly income of $160,000 and want to retire with about the same amount without fear of outliving our savings.”

“I recently graduated from medical school with a fairly large student loan. I don’t have a lot of money now; however, I would love to find a financial planner that is willing to work and grow with me.”

WE’LL CUSTOMIZE A PLAN JUST FOR YOU

Our Process is

Sound and Reliable

We follow a systematic process to help you pursue your financial goals. Here’s how our process works.

Get A Complimentary Plan Today

IDENTIFY YOUR GOALS

We start by helping you prioritize what’s most important to you and your family.

GET ORGANIZED

Next, we provide you with your own personal financial website.

GENERATE GAP ANALYSIS

We compare where you are now to where you want to be in the future.

TAKE ACTION

We work with you to implement our recommendations, and stay with you every step of the way.

The A.I.D. Difference

QUALIFIED PROFESSIONALS

When you contact A.I.D. Wealth Management, you will always work with a credentialed advisor. Our team’s ethical obligation to act in your best interest along with our knowledge and expertise of the industry, will guide the way towards your financial independence.

OBJECTIVE ADVICE

At A.I.D, we are not focused on pushing specific products at the expense of your true needs and objectives; however, we believe in independence. Our model frees us from serving any agenda other than your financial success.

PERSONALIZED ATTENTION

We understand that your success is the result of planning, determination and hard work. By personally assessing the financial challenges you face today, we follow a systematic process to help you pursue and achieve your future goals.

Who (actually) needs financial planning?

We believe everyone.

Financial planning, by definition, is an ongoing process designed to help you and your family achieve your desired goals and objectives.

At A.I.D. Wealth Management, our focus is you. By understanding your entire life, not just the financial aspect of it, we help you transition to a life of long-term financial independence and success.

Let Us Help You Get There

Get In Touch

At A.I.D. Wealth Management, we take pride in providing an unparalleled level of service to private clients, family offices, and businesses alike. We’d like to do the same for you.

1 W Las Olas Blvd. 5th Floor
Fort Lauderdale, FL 33301

(888) 667-4750

info@aidwealthmanagement.com

START THE CONVERSATION

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.

Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.

A.I.D. Wealth Management is affiliated with The A.I.D. Group

The A.I.D. Group is not a registered broker-dealer or investment advisory firm. The A.I.D. Group and AGP are independent and not affiliated entities.

Check the background of our investment professionals on FINRA's BrokerCheck

Business Continuity Planning Summary & Disclosure

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.