The August Wealth Management Group is a fee-only financial services firm, located on Wall Street, in New York City, focused on providing transparent comprehensive investment advice, strategic advisory services and financial planning to high net-worth individuals, families, institutions, corporations and organizations, with complex financial needs, from a fiduciary capacity. Clients choose The August Wealth Management Group for our integrity, consistency and proven record of success in the financial services industry. Unfettered by the conflicts of interest and office politics affiliated with larger corporations, we are positioned to put our clients’ goals first. It is our goal to provide an exceptional level of tailored advice to our clients. 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.
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.
Private Wealth Advisor
Financial Planning Specialist
Licenses & Certificates
Harvard’s Executive Education Program: Finance for Senior Executives, Securities Industry Essential Examination, Series 7, Series 63, Series 66, Financial Planning and Business Specialist, Life Accident and Health
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.