Wealth Management

Wealth Management & Financial Planning

AAFMAA Wealth Management & Trust LLC (AWM&T) offers investment management, financial planning, and trust services — exclusively for the military community.

Get a Complimentary Portfolio Review Explore AWM&T’s Services

AWM&T’s Advantage

Why Choose AAFMAA Wealth Management & Trust?

Our investment philosophy is centered around you. When you entrust your investments with AWM&T, we promise to invest our best in you.

AWM&T works together as a team of dedicated financial professionals and Relationship Managers.

As trusted fiduciaries, AWM&T services always put your goals and interests ahead of ours.

AWM&T exclusively provides financial advice to military families.

When you work with AWM&T, you can take advantage of exclusive Armed Forces Mutual Membership benefits.

Track and achieve your goals with AWM&T’s financial calculators.

Enjoy easy access to the AWM&T wealth management team that’s serving your needs.

Relationship Manager

You’ll Always Get Personal Service

AWM&T works together as a team of dedicated financial professionals and Relationship Managers.

Results Driven

Our Goal Is to Serve You

As trusted fiduciaries, AWM&T services always put your goals and interests ahead of ours.

Military Focus

We’re Part of Your Community

AWM&T exclusively provides financial advice to military families.

Member Perks

Access Exclusive Member Benefits

When you work with AWM&T, you can take advantage of exclusive Armed Forces Mutual Membership benefits.

Planning Tools

Financial Calculator

Track and achieve your goals with AWM&T’s financial calculators.

Accessibility

We Tailor Your Experience to You

Enjoy easy access to the AWM&T wealth management team that’s serving your needs.

What AWM&T Members Say

Real Stories, Real Impact

Hear how AAFMAA Wealth Management & Trust helps military families gain clarity and confidence in their financial future.

Military-to-Civilian Transition Made Simple with Trusted Guidance

“I loved my experience with the AAFMAA Wealth Management and Trust (AWM&T) team. They asked about my vision for the future, and what I value — it was a very organic conversation. Then the team developed courses of action to achieve my vision; it was almost like Operational Design. I've been with other financial teams before, and I've left because I felt they valued the transaction over my goals. This isn't the case with AWM&T. ”

Cory S.

Great Decision with Highly Competent Retirement Fund Management

“I've been with [Armed Forces Mutual] for 31 years…. We joined AAFMAA Wealth Management and Trust a few years ago to manage our investments and serve as a fiduciary investment advisor. Given the turbulence of the markets in our first few years of retirement, we're convinced we made a GREAT decision… They've done a great job in keeping our retirement fund in good shape and advising how best to handle our Required Minimum Distributions… All in all, a great experience…”

Hugh B., Major (Ret.)

Outstanding Results After 55 Years of Trust and Partnership

“When another insurance company dropped their trust office I was left hanging without someone I trusted to handle my trust. [AAFMAA Wealth Management & Trust] was there and they take over my trust and the transfer went seamlessly. At this same time my investment company sold their investments to another company and I decided that AAFMAA should also handle my investments. The results have been outstanding.”

Jean B.

Wealth Management & Financial Planning

Readiness Starts with Planning

Why Choose AAFMAA Wealth Management & Trust?

Real Stories, Real Impact

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