Services

At Aubry Wealth Management, we specialize in creating financial strategies to take you to and through retirement . Our services are designed to help you navigate the financial complexities of life, no matter where you're starting from. We also have a special focus on individuals who are part of the Florida Retirement System (FRS), including those participating in the Deferred Retirement Option Program (DROP).

We believe that many people fail to recognize the importance of the financial and/or retirement planning process. Too often, individuals put emphasis on a particular product over a process, and many advisors unfortunately lead with products over a well-defined process. Our aim is to shift the paradigm and change the landscape of financial planning by placing value on having a unique, well-defined process that we use to create financial strategies for our members.

Our Process involves getting to know each of our members and their unique financial situation. We take a hands-on, comprehensive approach to financial planning, taking into account all aspects of our members' financial lives, including their retirement goals, assets, liabilities, income, and expenses. From there, we work with our members to develop a customized strategy that utilizes an intelligent combination of investment and insurance solutions tailored to their needs and goals.

No matter where you are on your financial journey, we can help you reach your goals.

1. Listen to Understand
   We take the time to consider your unique situation and learn about what matters to you. We’re expert listeners and our conversations will always be free of any jargon or judgment.
2. Strategize for Success
   We’ll help you figure out where you are, where you want to be, and help determine what the next steps should be to best reach your goals. 
3. Review to Enhance
   We'll meet regularly to review your portfolio, reinforce your plan, and keep you informed about how we're working to help you accomplish your goals.