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 five-step approach towards successful comprehensive planning is in the following chronological order: Discovery, Education, Formulation of Tax, Trust and Estate Strategies, Investment Management, Ongoing Assessment.
Creating a custom wealth strategy using a combination of methods. Beginning with a strategic allocation that reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans. When necessary, we will incorporate a tactical allocation making short-term adjustments seeking to capitalize on temporary market distortions. Before making adjustments, we analyze the tax implications and trading costs on potential returns. After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are then chosen from our robust investment platform.
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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.