Investment management for people we actually know.
No sales quota. No AUM games. We build our own modeling tools and use them on our own money first.
No sales quota. No AUM games. We build our own modeling tools and use them on our own money first.
The investment industry is built to extract fees regardless of outcome. We built something different: tax-aware modeling, real Monte Carlo simulation, and a fee structure that doesn't reward us for talking you into anything.
1,000-scenario Monte Carlo simulation shows you the real range of outcomes, not one fragile straight line.
Every projection models federal and state tax, capital gains vs. ordinary income, RMDs, and Roth conversion timing, not a generic flat rate.
We never take custody of your assets, passwords, or accounts. You stay in complete control, always.
Deferred comp, 529s, custodial accounts, real estate, ABLOC strategy — modeled together, not in isolation.
"Between management fees, fund expenses, and inefficient tax strategies, most investors give away several percentage points a year without ever noticing. We show people exactly where it's going."
When you reach out, you reach one of us directly.
Helping investors optimize assets, liabilities, and tax strategy since the early '90s. Straightforward modeling, no unnecessary complexity, discretion as a core principle.
Todd@AIMWealthGroup.com
28 years in private wealth advisory and family office leadership. Integrates investment strategy, tax efficiency, and legal architecture into one long-horizon framework.
JCalloway@AIMWealthGroup.comNo. Small, consistent investing compounds into real wealth over time — we'll show you how, regardless of where you're starting.
No. We never take custody of your assets, passwords, or login credentials. You stay in complete control of everything, always.
Fees are typically based on a percentage of assets under management and vary by service. We offer discounts for longer-term relationships, plus a low-cost monthly access option or one-time fee for those just getting started.
We use Monte Carlo simulation and deep tax-aware modeling instead of a single straight-line projection, and we built the software ourselves rather than licensing a generic tool.
Even if you never become a client, most people leave the first call with something they can use.