American Wealth Management, Inc.

Gavin Borzello is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Wealth Management since 1998. Outside of advising, he works part-time as an insurance agent. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and discretionary and non-discretionary advisory services, employing a range of investment strategies based on economic analysis and research.

Lee Hollingsworth is a CFA charterholder and holds a Series 66 license, with 24 years of industry experience. He has worked at Raymond James Financial Services since 2004. Outside of his advisory role, he operates as a part-time non-securities insurance agent, is an author of non-securities material, and provides administrative consulting to a fishing lodge excursion company. His firm provides discretionary investment management and strategic financial consulting primarily for pension and profit-sharing plans, nonprofit organizations, 401(k)/403(b) plans, and small businesses, while also working with trusts and individuals. The firm employs a Modern Portfolio Theory-based investment approach, using both active and passive strategies across multiple asset classes, and manages assets on a discretionary basis with a risk-tolerance driven allocation process.

Kevin Hauser is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including over three decades with his current firm. Hauser also established an accounting entity for tax purposes that does not generate revenue. American Wealth Management, Inc. is a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutions. The firm offers asset and portfolio management, financial planning, and advisory services using a range of strategies informed by economic analysis and research.

Stephen Rowley is a financial advisor at American Wealth Management, Inc. in Alpharetta, GA, holding Series 63, 65, and 66 licenses with 46 years of industry experience. He has worked at H&R Block Financial Advisors, Inc. since 2005. Outside of his advisory role, he is a 20% owner of a sports photography company called BIGSHOTS and spends a small portion of his time involved with fixed annuity sales. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach incorporating economic analysis, fundamental and technical research, and various strategies tailored to client objectives.

Jerome Borzello is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with American Wealth Management since 1989. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a diverse investment approach that includes fundamental and technical research as well as strategies ranging from long-term buy-and-hold to shorter-term trading.

John Lutz Jr. is a financial advisor with American Wealth Management, Inc. based in Casper, WY. He holds a Series 66 designation and has 23 years of industry experience. Since 2009, he has been associated with Yellowstone Partners, LLC. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach drawing on economic analysis and various strategies, offering both discretionary and non-discretionary services across multiple custodial platforms.

Alex Lutz is a financial advisor at American Wealth Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously in diverse roles including at Hilltop National Bank and North Platte Physical Therapy. American Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm’s investment approach combines micro- and macroeconomic analysis with fundamental and technical research, offering a range of strategies from long-term buy-and-hold to shorter-term trading and options.

Kurt Grimmer is a financial advisor at American Wealth Management, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at American Wealth Management since 2020 and Wells Fargo Advisors Financial Network since 2015. Outside of his advisory work, he serves as a commissioner for the Peninsula Metropolitan Park District and the Tacoma Narrows Airport Advisory Commission in Washington. American Wealth Management is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional accounts. The firm employs a range of investment strategies informed by micro- and macroeconomic analysis, fundamental and technical research, and offers both discretionary and non-discretionary advisory services.

Richard Miller is a financial advisor at American Wealth Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management, Inc. is an SEC-registered firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary advisory services, employing a range of investment strategies from long-term buy-and-hold to shorter-term trading and options.