Andrea Tasevski

Our Vision

Awealth believes that everyone deserves a personalized and proactive approach to financial planning. We empower individuals to take control of their financial future through tailored plans that address their unique goals, concerns, and circumstances.

Who We Are

Founded by Andrei Tasevski, a seasoned financial advisor with an award-winning track record, AWealth boasts a team of experienced professionals who are passionate about simplifying the process of financial planning and building lasting client relationships. We prioritize transparency, communication, and collaboration to ensure you feel empowered every step of the way.

Investments

• Protecting your principal
• Generating income
• Growing your wealth through a personalized investment strategy

Insurance

• Comprehensive review of your protection needs
• Customized plans to address specific risks like life, health, and financial setbacks

Mortgage Solutions

• Finding the right mortgage option to meet your needs and goals
• Comprehensive guidance through the entire process

Building Your Financial Plan

• Working with you to identify and prioritize your financial goals
• Developing a customized plan with actionable steps to achieve your aspirations
• Regularly reviewing and adjusting your plan to ensure it remains relevant and effective

Areas of Expertise

• Starting Out: Prioritizing debt repayment, establishing financial habits, planning for your future
• Getting Married: Reviewing investment plans to ensure they align with your new financial situation
• Home Ownership: Financing options, budgeting strategies, and mortgage exploration
• Parenthood: Planning for your child's education expenses, childcare costs, and other family-related financial needs
• Empty Nest: Adjusting your finances after your children leave home
• Retiring: Transitioning smoothly to a new phase of life with a focus on income generation and wealth preservation

Our Commitment

At AWealth, we believe financial planning should be accessible and understandable. Our team takes the time to explain complex financial concepts in clear, concise language, ensuring you feel empowered to make informed financial decisions. We are committed to building lasting relationships with our clients and guiding them on their journey to financial security and prosperity.