LET'S GROW TOGETHER
Your Unique Life
Our Guided Approach
FORWARD-THINKING FINANCIAL ADVICE
GLOBAL REACH, LOCAL FOCUS
We Believe Maintaining Significant Wealth Requires Financial Acumen, Logical Innovation, Investment Management, Outcome-Based Planning, Intellectual Capital And An All-Encompassing Approach.
We want to help you safeguard your legacy, protect your values and transfer wealth tax efficiently and sustainably for generations.
We strive to provide you service without bias, counsel without conflict and advice based solely on your best interests.
You can expect undivided personal attention, access to in-house expertise and a proven track record of practical, real-world solutions.
WHO WE ARE
The August Wealth Management Group is a fee-only private wealth management firm on Wall Street focused on providing transparent, comprehensive investment advice, strategic advisory services, financial planning and more to individuals, families, organizations, corporations and institutions, with complex financial needs, all the while operating within our fiduciary capacity. We offer a level of personalized service and open communication not found at larger firms – that ensure our clients feel comfortable and secure when they place themselves in our care.
Clients choose our firm for our integrity, consistency and proven record of success in the financial services industry. Unfettered by the conflicts of interest and office politics associated with larger corporations, we are perfectly positioned to put our clients’ goals first.
In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations that ensure our clients feel comfortable and secure when choosing The August Wealth Management Group.
WORKING WITH YOU
Each new relationship begins with a discovery meeting to learn more about the clients and the potential issues preventing them from reaching their goals. Thereafter, we proceed to educate ourselves on these issues and get involved with the communities affected by them. It is only then that clients receive recommendations that increase the likelihood of achieving their goals. We’ve built our practice primarily through referrals from those who know us best, our clients.
WORKING WITH YOU
Corporate Retirement Services
Life Insurance Services
Business Succession Planning
Trust & Estate Planning
TO MOVE FORWARD, YOU HAVE TO GIVE BACK
Our relationship begins with a thorough understanding of you — your needs, your family, your lifestyle and your goals.
Our commitment to positively impact the lives of children and improve local communities is just as important as helping our clients achieve financial security. By raising awareness about pressing issues and engaging in volunteer work, we are determined to educate the next generation and affect real change. We do this by making ourselves a better organization, with even better people who continually give back to the community.
At The August Wealth Management Group, we leverage our resources in the communities where we do business. We volunteer and donate towards marine conservation and children’s health and education initiatives to improve the state of our oceans, our people and our society.