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Meet American Wealth Advisory

Achieving financial success can be a complex and confusing process to even the most experienced individuals – one that requires a significant amount of time, knowledge, and resources.

Today’s financial environment demands an approach that incorporates the expertise of skilled professionals, a variety of available solutions, and the independence required to provide objective recommendations.

At American Wealth Advisory, we utilize a step-by-step process to help inform and prepare you both for your future and the future of your loved ones.

This process includes:
• Identifying your goals
• Designing a strategy specific to your unique needs
• Assisting you in the implementation of your strategy
• Monitoring and adjusting your strategy over time as needs change

At American Wealth Advisory, we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.

We are committed to remaining by your side in achieving the results you desire. We assist clients with the twists and turns that life deals wherever possible (such as job changes, aging parents, birth of children and grandchildren, marriage, divorce, or death of a family member) by helping maximize opportunities and minimize the impact to your financial well-being.

We also work with our clients to aid in accomplishing goals such as funding educational expenses, minimizing both current income and future estate taxes, preparing for retirement and maintaining your current lifestyle throughout your retirement years.

Rocky Ghoneim | Investment Advisor Representative

Rocky Ghoneim brings over 30 years of financial services experience to his valued clients. He holds a bachelors degree from the University of Houston in Business Administration with a double major in Finance and Economics. Rocky started his career with E.F. Hutton in 1984 then joined Merrill Lynch in 1989. He has held many securities licenses including Series 7, 24, 63 and 65. Currently he maintains a series 65 Investment Advisor Representative license and life and health with the State of Texas. As one of the original directors of American Wealth Advisory, his goal is to help seniors and mature adults with the many financial problems they face daily including taxes, legal, and investment.

In 1996 Rocky moved to Denver Colorado to open and become a managing partner of regional securities firm. Wanting to have more direct involvement with his clients Rocky decided to move back to Houston in 2003 where he joined up with his business partner John Shanks to offer retirees and people nearing retirement income and financial guidance.

Rocky enjoys giving back to the community and he has done so since 1996 by volunteering on a weekly basis at Denver’s Children’s Hospital. He has also assisted at Volunteers of America by delivering hot meals to homebound senior citizens. When he moved back to Houston, he continued his volunteering at the Texas Children’s Hospital, and he is a current board member and past president of the Auxiliary Board of Texas Children's Hospital.

Contact Rocky at 713-255-1184.

John Shanks | Financial Advisor

John Shanks has been helping clients in the insurance and financial services industry for over 34 years. He earned a degree in education from the University of Houston and was a high school teacher and coach for several years. After entering the insurance industry in 1980, he served as a regional manager for many insurance companies including Mid-West National Life, MEGA Life and Executive Fund Life. John has earned many professional awards for excellence in sales and service with these companies.  John is insurance licensed in Texas.

John is also one of the founding directors of American Tax Advisors, now American Wealth Advisory, which specializes in retirement income planning and tax minimization strategies. His specialty is assisting retirees and pre-retirees in preserving their assets, minimizing their tax liabilities and increasing their income. John has helped numerous clients attain greater confidence in their retirement savings strategies.

John is a sports enthusiast who enjoys playing tennis during his free time. He and his wife, Adrianne, have been married for more than 34 years. They are both native Houstonians and have four children — one working, one in the U.S. Navy and two in college. John and Adrianne enjoy entertaining family and friends on Sunday afternoons.

Contact John at 713-337-2500.

Strategies for Financial Independence

It is important to feel you have control over your future. At American Wealth Advisory, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a complimentary introductory meeting! Call us at (713)255-1184 or connect with us online at info@americanwealthadvisory.com.

By providing your contact information, you may be offered information regarding the purchase of insurance products.

Complimentary Report!
"10 Things to Know About Retirement Income”
Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.
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» Annuities
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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant


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The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future. 

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