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Your Retirement is Worth Planning for

Our free planning session can help you get there on your terms.

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Services
Helping You Navigate Life

Today's economic landscape is more complex than ever. We help simplify the financial complexeties of life by giving you the knowledge and tools you need to turn someday into today.

Retirement

At Aubry Wealth Management, we'll design a plan to help make sure you retire the way you've always dreamed of. From 401(k)s, IRAs, investments and annuities, to the right types of insurance, we'll help protect you against potential risks, build more wealth, and create a guaranteed income stream for life. That way, you can make the most of your retirement while still enjoying life today.

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Investments

With more ways to invest than ever before, making sure your money is working its hardest for you can be a challenge. That's where we come in. We'll provide world-class investment expertise based on our time-tested philosophy, disciplined process, and exclusive access to a proprietary investment methodology known as Market Guard®. Whether you're just starting out or you're ready for more specialized wealth management, you'll have access to a variety of investment options to help you build your ideal portfolio.

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Insurance

Although unexpected events in life can be inevitable, it doesn’t mean that you can’t be prepared for them. At Aubry Wealth Management, managing risk is a key part of our financial planning philosophy. We help people live more and worry less—to and through retirement. 

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Tax Strategy

If we are not careful, we can end up paying more than our fair share of taxes. Many people unknowingly leave the IRS an extra tip! Tax efficiency has two different phases, working years and retirement income years. We’ll help make sure that you're considering the tax implications with all of your investments.

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Estate

Having a plan for your estate—your home, your wealth, your possessions-means you can leave the legacy you want, whether that's to help your family, a charity, or an institution. Our planning includes guidance around correctly planning for your estate goals. We'll help you choose between having a trust vs. a will, and we can connect you to an attorney group that can complete the legal documents necessary.

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High-Net-Worth

You've earned more than financial freedom- you've earned the right to enjoy it. With wealth comes complexity and at Aubry Wealth Management, we have successfully handled the portfolios of numerous affluent individuals and families.

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Our Programs


Foundations

Foundations

Get grounded in the basics first. We’ll help you kick-start your financial journey with a clear understanding of budgeting, savings, and investing with a view towards the future.

Financial Essentials

Financial Essentials

 As your financial landscape begins to take shape, we’ll help you identify and manage potential risks, develop a financial plan, and create a strategy that leaves you with a complete roadmap to reach important milestones.

Retirement Builder

Retirement Builder

Whether you’re retiring now or in 5 to 10 years, we’ll design a plan to help mitigate financial risk and create the right amount of income, using distribution strategies and legacy planning to help you focus on what matters most - doing what you love with and for those you love.

Market Guard

Market Guard

We are a Market Guard® equipped firm, which means we have exclusive access to a proprietary investment methodology. This methodology was created with one simple goal in mind: to help empower our members with the highest probability of investment success, while helping to protect their investments along the way. 

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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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