In 2019, Sean K. August founded The August Wealth Management Group. As CEO, Private Wealth Advisor and Financial Planning Specialist, his responsibilities range from Firm Oversight to Financial Planning, Investment Plan Design and Portfolio Management for the clients he serves. Formerly, Sean managed assets at some of the largest financial institutions in the world where he was able to draw on the experience and insights of some of our countries most predominant wealth managers. At National Securities Corporation, Sean started his career as a Stockbroker on Wall Street, in New York City. At J.P. Morgan, he was an Award-Winning Stockbroker and Business Specialist, earning recognition for the following: #1 in the Market, #5 in the Region and National Sales Achiever. At Morgan Stanley, Sean was a Wealth Advisor and Financial Planning Specialist, based out of the Global Headquarters, in Purchase, NY.
For years, Sean looked to join a firm with morals and ethics, aligned with those of his own. In order to end corporate politics, Sean started The August Wealth Management Group, a client-focused firm with a unique concentration on Independence, Transparency, Relationships and Peace of Mind. Sean spent his career preserving and growing wealth for High-Net-Worth Individuals, Families, Corporations and Private Foundations. With a thorough understanding of financial markets, Sean works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. When necessary, Sean will collaborate with other members of your financial team, such as: outside advisors, consultants, attorneys and tax professionals, to improve your likelihood of achieving financial security.
Throughout his career, Sean remains committed to professional development. In 2018, Sean completed the Executive Education program: Finance for Senior Executives, at Harvard Business School. In 2017, he earned Kaplan’s Financial Planning Specialist (FPS) designation. In 2015, he acquired a certificate from J.P. Morgan as a Business Specialist. In 2013, he received a certificate after completing the Academy of Financial Trading’s Ultimate Traders Program. Sean’s commitment to progression allows him to stay on the forefront of the latest technology and most effective wealth management strategies to deliver the most powerful client experience.
Sean lives in New York City, with his family. Outside of the office, he enjoys marine aquariums, creative writing, preserving collectibles and spending time with his two children, Jacob and Savannah. Additionally, within the community, Sean serves as Vice-Chairman on the Board of Directors at Spuyten Duyvil Preschool. Sean keeps his family, community and the organizations he cares about at the forefront.
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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.