Your Unique Life
Our Guided Approach



Global Reach, Local Focus

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, from a 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 working with us.

Why Work With Us?

Our Relationship Begins With A Thorough Understanding Of You — Your Needs, Your Family, Your Lifestyle And Your Goals.

Our Mission

We Want To Help You Sustain Your Legacy, Protect Your Values And Transfer Wealth Tax Efficiently For Generations.

Our Vision

We Strive To Provide You Service Without Bias, Counsel Without Conflict And Advice Based Solely On Your Best Interests.

Your Benefit

You Can Expect Undivided Personal Attention, Access To In-House Expertise And A Proven Track Record Of Real-World Solutions. Plus, We Accommodate Your Busy Schedule, Meeting You Where You Are.

We Believe Significant Wealth Requires Financial Acumen, Logical Innovation, Investment Management, Outcome-Based Planning And Intellectual Capital.


Our Services

Wealth Management

Portfolio Management

Cash Management

Financial Planning

Retirement Planning

Estate & Trust Planning

Philanthropic Services

Life Insurance Services

Institutional Services

Corporate Retirement Services

Business Succession Planning

And More...




Financial Review

The August Wealth Management Group Is Available To Meet With You At Our Wall Street Office, Your Home, Office Or Any Location Most Convenient For You. To Request A Complimentary Consultation Or Additional Information, Kindly Complete The Link Below. All Consultations Are Strictly Confidential.


Our Commitment To Helping Clients Achieve Financial Security Is Just As Meaningful As Our Determination To Positively Impact The Lives Of Children And Improve The Local Communities. By Raising Awareness And Volunteering, We Are Determined To Educate The Next Generation And Make The World A Better Place, By Making Ourselves A Better Organization, With Even Better People, Who Continuously 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, Children’s Health And Education Initiatives To Improve The Lives Of Our Oceans, Our People And Our Society.