Certainty During Uncertain Times AIW is here by your side, as your personal CFO, to help guide you through whatever life brings. Schedule An Online Consultation Bringing Institutional, Evidence-Based Investing to Mainstreet There are endless choices and risks involved with your financial future. Take control of your future with an independent, holistic, and transparent financial advisor. Schedule An Online Consultation

What You Should Know About Me

Our Services

Estate Planning & Wealth Transfer

Define your legacy and its successful transfer to your heirs, charity, or other legacy goals.

RPS

Retirement Plan Services

Business owners and entrepreneurs face many challenges. Our retirement planner can help in choosing the right retirement plan for business owners and their employees that makes sense for their taxes and long-term needs.

Risk Management & Asset Management

There is no long-term, without covering the short-term. Independent review of key insurance policies to integrate your long-term financial plan  for the unexpected with our fiduciary advisor and wealth manager.

Evidence Based

Evidence-Based Investing

Individualized portfolio allocation based on peer-reviewed, Nobel Prize-winning research from Nobel Laureates such as Harry Markowitz and Eugene Fama.

Tx

Tax Planning & Integration

Asset location, required minimum distribution (RMD) considerations, tax-loss harvesting, and cash flow planning all designed by our CPA Financial Advisor to help minimize taxes over the long-term.

Financial Plan

Personalized Financial Roadmap

Comprehensive, individualized long-term, holistic wealth plans to bring everything together, working in concert organized by our investment advisor representative, who is both a CPA and CFA.

What I Can Do For You

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Zack Armstrong, CFA, CPA focuses on building individualized, long-term holistic wealth plans based in Grand Rapids, MI with virtual capabilities anywhere.

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