Asset Management Asset Management Strategies, Inc.Strategies, Inc.

Vision/Mission

Mission Statement

• Our Mission is to help our clients manage wealth for today and provide a legacy for tomorrow.

• We accomplish this through a caring team approach to wealth management, where genuine relationships, sound investment strategies and professional alliances with accountants, attorneys and guardians can help yield reliable results!

• As a premier, fee-based wealth management firm with more than two decades of experience and millions in investment management, Asset Management Strategies, Inc. has successfully helped hundreds of individuals and families develop and implement strategies geared toward managing and preserving wealth.

The Team

• Timothy R. Knapp, CFP® is the President and CEO.

– He received his BS degree, in Accounting, from Montclair State University in NJ and is securities and insurance licensed.

– He has served the financial needs of clients since 1988, over 20 years and has been a CFP® since 1994, over 14 years.

The Team (cont’d)

• Olga Barkhudariyan is the Executive Assistant to the President.

– She has been with the firm since 2006 and is insurance licensed in Life and Health.

Our Vision

• Our Vision is to serve a unique client group with “World Class” service.

– In providing wealth management services, we also manage trust assets and guardianship accounts.

• Trusts are typically designed for the investor to exercise control over assets today, while planning to distribute those assets as a legacy.

• Guardianships, on the other hand, are designed to provide current care for minors and/or disabled adults. .

Opportunities

• Three “new” areas of Financial Planning:

– Special Needs Planning:

• In order to protect government benefits for the child of a disability when assets get distributed to the child, “Special Needs Trusts” are formed.

• We offer financial planning advice to the families of children with a disability.

– Elder Care Planning:

• When an elderly parent begins to experience health issues, the children are often left sorting things out.

• We offer financial planning advice to the families of an elderly parent with declining health issues.

Opportunities: (con’t)

– Legacy Planning:

• Help clients and prospective clients develop a “Mission/Vision” statement for their legacy.

– For them to identify where their heart is and what they can do to align their wealth with their heart.

Our Approach

• Open Architecture:

– We operate from an Open Architecture approach which promotes bringing the client to the marketplace and bringing the marketplace to the client.

• We believe this approach acts in the clients best interest, fosters trust, and is client centered.

• Closed Architecture:

– This approach promotes the goals, objectives and sales quotas of a specific company.

• We believe this approach limits choice, fosters distrust and is advisor centered.

Our Values

• Our Values provide a foundation of personal care.

– Relationships are paramount. We are fortunate to enjoy many ongoing client relationships that have lasted over 20 years.

– We believe relationships are built on trust, the ability to truly listen, honest communication and an ongoing demonstration of competence and success.

– The result is high touch quality service to our clients with genuine care for their needs and concerns.

Our Contribution

• Our Contribution to the community reflects our caring nature. With success comes a responsibility to care for those less fortunate.

– Our efforts to support local charities come in several forms, among them:

• acting as a corporate sponsor for annual events

• providing hours of investment advice at no cost

• financial donations.

– Our annual contribution to the community extends to over 200 charities in the Northwest.

Our Service

• Our Service offers each of our clients a personalized wealth strategy.

– Successful wealth management requires attention to detail and personalized care.

– From investment selections to market assessments to tailored investment strategies, from trusts to guardianships to estate plans, the execution of your wealth strategy is performed and monitored on an on-going basis.

Our Promise

Our Promise:

Is to put the needs of the client first!

Advisory Services provided through Pacific West Financial Consultants, Inc., a Registered

Investment Advisor.

Securities offered through Pacific West Securities, Inc. Member FINRA/SIPC.