LET'S GROW TOGETHER

Your Unique Life

Our Guided Approach

FORWARD-THINKING FINANCIAL ADVICE

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About US

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.
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OUR MISSION

We want to help you safeguard your legacy, protect your values and transfer wealth tax efficiently and sustainably for generations.

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OUR VISION

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

You can expect undivided personal attention, access to in-house expertise and a proven track record of practical, real-world solutions.

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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.

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OUR PROCESS

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.

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our services

WORKING WITH YOU

Wealth management

financial planning

Philanthropic Services

Corporate Retirement Services

portfolio management

retirement planning

Life Insurance Services

Business Succession Planning

cash management

trust & estate planning

Institutional Services

AND MORE...

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COMMUNITY

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.

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OUR PARTNERS

TOGETHER, EVERYONE ACHIEVES MORE
alone, you go fast. together, we go far.
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