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.

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.

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. 

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.

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.

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.