Our Clients

A typical client of The August Wealth Management Group has significant financial resources and in the case of families, these resources are often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. We have a history of successfully dealing with privately held assets, investing family foundations and endowments, providing effective business succession planning, investing for retirement, estate and tax planning and more.

GLOBAL SPORTS & ENTERTAINMENT

We Are Uniquely Qualified To Address The Needs Of:

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Actors, Directors, Writers And Producers In Film, Television And Theater

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Musicians, Songwriters And Producers In All Music Genres

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Professional Athletes, Coaches And Owners In All Major Sports

INDIVIDUALS & FAMILIES

The needs and dynamics of individuals and families are constantly changing; which is why we believe quarterly engagements and semi-annual meetings are essential. First, we will educate you on taxable, tax deferred and tax-free accounts; then we’ll 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.

CORPORATIONS

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 and overall satisfaction with your retirement plan.

Workplace wealth enhancements is a corporate financial wellness program aiming to improve employees’ financial lives. Financial stress among employees is a key contributor to reduced productivity, lower effectiveness and higher attrition, which then results in a potential loss in revenue for their organization. Workplace wealth enhancements has become a service providing solutions to issues employers weren’t even aware existed.

A corporate financial wellness program aiming to improve employees’ financial lives helps boost morale as well as loyalty to the organization. Employees who feel that their financial needs are being well taken care of tend to return that sentiment with loyalty and hard work.

A comprehensive financial wellness program customized to help address the priorities of employees and serves as an extension of your human resources department.

Personalized financial advice from our firm which has experience working with employees and providing access to financial plan capabilities.

A stock plan that companies offer their employees encouraging employee ownership. Whether the plan is qualified, contributory or non-contributory, we help corporate executives make informed decisions on employer stock options, restricted stock and other executive benefits.

NONPROFIT

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 and implementing the most effective methods of funding and governing your institution. Where necessary, we may suggest adjustments to achieve an optimal spending rate with better balance between preservation of assets and funding of projected obligations.

Working to tie clients into the broader philanthropic community, helping to form effective associations with donors and other nonprofits with complementary interests.

Offering consultative services on fundraising along with a variety of specialized services to help you work effectively with major donors.

Helping your staff understand the industry, assess operations and improve productivity.

Donor advised funds allow a charity, such as a university or hospital, the opportunity to offer a DAF to its donor base without the cost of setting up and administering the program itself.

We offer charities three different options for grant administration:

Under this option, all grants from a DAF account must be paid to a program associated with the account’s participating charity.

Under the second option, grants from a DAF account may be made to any qualifying organization. there is no requirement that any grant be made from the account to the participating charity.

Under the third option, a grant to an organization other than the participating charity will trigger an automatic grant in the same amount to said participating charity. in other words, half of the account ultimately must be payable to the participating charity and half may be paid to any other qualifying organization.

Get In Touch

See What We Can Do For You.