A typical client of The August Wealth Management Group, has significant financial resources and in the case of families, often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. Clients join our firm seeking a partner in the management and organization of these assets. We have a history of successfully dealing with privately held assets, investing family foundations and endowments; business succession planning; investing for retirement, estate and tax planning.
INDIVIDUALS & FAMILIES
The needs and dynamics of Individuals and Family’s are constantly changing; which is why we believe quarterly engagements and semi-annual meetings are essential. We will educate you on Taxable, Tax Deferred and Tax Free accounts, then help you make an informed decision on what accounts are best for you and explain why. Our scope of services includes everything you would find in a typical Wirehouse or Family Office, such as: reporting and monitoring of assets, review of private investment opportunities, financial and investment education, philanthropy coordination, estate planning, monitoring budget/expenses, and bill payment.
Our Retirement Plan Solutions help corporations effectively manage their retirement plans and maximize the benefits to their employees. When you work with us, we help you improve the: Retirement readiness of your employees, Management of your fiduciary risk, responsibilities and overall satisfaction with your retirement plan.
Your organization creates a positive impact on the world and in turn, we are committed to helping you make the most of that impact. Servicing Non-Profit Organizations, we take a deep dive into your current spending and investment policies, identifying then implementing the most effective methods of funding and governing your institution. If necessary, we may suggest adjustments to achieve an optimal spending rate with better balance between preservation of assets and funding of projected obligations.
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.