Products & Services

At American Wealth Management, we provide assistance in the following areas:


  • Specializing in Alternative Investments 
    • Real Estate Investment Trust
    • Oil & Gas
    • Direct Participation Programs
  • Annuities
  • Wrap/Brokerage Accounts
  • Traditional IRA
  • Simple IRA
  • iShares
  • Retirement Planning
  • Forward Tax Planning


  • Business Start Up Counseling
  • Small Business Accounting Services from data entry to financial analysis
  • State and city sales tax reporting
  • Non-Resident sales tax for rental property
  • Year-end reports including W-2 and 1099 processing
  • QuickBooks training and support from a Certified Pro Advisor


Taxes & Insurance

  • Individual Tax Preparation and Planning
  • Corporate Taxes
  • Explaining tax pros, cons and maintenance of various entities including Partnerships LLCs, Corporations, and S Corps.
  • Gift and Estate Tax Returns
  • Canadian Individual Tax Returns
  • American Ex-Pat Tax Returns
  • Representation Before the IRS
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance