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Our Mission

Our goal is to help you sustain your legacy, protect your values and transfer wealth tax efficiently for generations. We look to introduce and educate everyone on Wealth Management, regardless of net-worth.

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Our Vision

By redefining how financial services are offered, we believe our value is clear and concise. Our relationship begins with a thorough understanding of you — your needs, your family, your lifestyle and your goals. We strive to provide you service without bias, counsel without conflict and advice based solely on your best interests.

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Your Benefit

We make it a priority to earn your trust and build a better, closer relationship with you. That means that you can expect undivided personal attention, access to in-house expertise, and a proven track record of real-world solutions. Plus, we are ready to meet you where you are and accommodate your busy schedule.

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Why Work With The Us?

We offer a level of personalized service and open communication not found at larger financial institutions, that ensure our clients feel comfortable and secure when working with us.

Clients

Our Services

  • Asset Management
  • Wealth Management
  • Financial Planning
  • Wealth Consulting
  • Portfolio Management
  • Retirement Planning
  • Life Insurance
  • Insurance Planning
  • Education Planning
  • Special Needs Planning
  • Divorce Financial Analysis
  • Estate and Trust Planning
  • Endowments and Foundations
  • Philanthropic Services
  • Charitable Giving
  • Donor-Advised Funds
  • Business Planning
  • Business Succession Planning
  • Executive Benefit Services
  • Executive Financial Services
  • Qualified Retirement Plans: 401(k), 403(b), 457 Plan, Employee Stock Ownership Plan (ESOP) etc.
  • Foundation and Endowments
  • Corporate Retirement Plans
  • Trust Services
  • Institutional Services
  • Corporate Retirement Services
  • Corporate Trust Services
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Are You Ready To Retire?

Our plan design arranges elements in a way that best accomplishes a particular purpose. When compiling a full financial picture, we take your life goals and your life stage into consideration. This is the starting point to a meaningful financial plan.

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Is Your Advisor A Fiduciary?

Fiduciary duty is the legal responsibility of professionals who deal with clients’ money, assuring they put the interests of their clients before their own interest. If someone has a fiduciary duty to you, he or she must act solely in your financial interests.

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Let's Grow Together

The August Wealth Management Group Is A Fee-Only Financial Services Firm, Offering Asset Management, Financial Planning, Corporate Retirement Services and More, To Individuals, Families And Corporations.

CONTACT

Phone
+1 (212) 901-8586

Fax
+1 (212) 901-8587

Email
[email protected]

Address
30 Wall Street, 8th Floor
New York, NY 10005-2201

Copyright © 2019 The August Wealth Management Group. All rights reserved.