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About Us

The August Wealth Management Group is a fee-only private wealth management firm focused on offering transparent and comprehensive investment advice, strategic advisory services, financial planning, and other related services to individuals, families, organizations, corporations, and institutions with complex financial requirements. As fiduciaries, we prioritize your interests, potential, and ability to succeed. Our custom-tailored approach entails a thorough analysis of your plan fees, services, and portfolio, and we are committed to delivering assistance that sets the industry standard.

August Wealth Management

Interested in a complimentary fee-benchmarking analysis for your plan?

Our Mission

Our aim is to help you construct a plan to protect your values, preserve your legacy, and transfer wealth tax-efficiently and sustainably for future generations.

Our Vision

Our commitment is to provide unbiased service, conflict-free counsel, and goal-based advice solely based on your best interests and your unique objectives.

Your Benefit

You can expect undivided personal attention, access to in-house expertise, and a proven track record of delivering practical, tried-and-true, real-world solutions.

1% Private Wealth

Some of our clients require highly specialized and intentional care, and our team is comprised of specialists who understand those needs. For clients who require such care, our 1% Private Wealth division, a segment of The August Wealth Management Group, provides additional options to better meet their needs. By offering more options, we can create additional opportunities to safeguard and expand your wealth, with the ultimate goal of realizing the lifestyle you aspire to achieve.

Client-Driven, Service-Oriented

We recognize that each of our clients is extraordinary; therefore, we do not rely on formulas or standardized approaches. Instead, we provide customized services that are tailored to your specific needs and unique circumstances. By gaining a deep understanding of your background, values, and objectives, we can devise a strategy that integrates various aspects of our service offerings to help you attain your goals. We are pleased to offer our clients a range of services, a diverse set of options and exclusive access to solutions that may not be available through other firms.

Financial Planning

Having a clear sense of direction is essential to making progress, and we understand that it can be challenging to move forward without it.

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Investment Advisory

In order to achieve your objectives, it is crucial to focus on growth, and we utilize market investments to pursue growth on behalf of our clients.

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Corporate Retirement

Having sufficient funds in retirement is essential, and your employees will certainly want to secure their future financial stability.

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Life insurance is no longer just a means of providing financial security in the event of an untimely death. Today’s policies can also offer…

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Annuity Strategies

Annuities, which involve a contract with a leading insurance provider instead of a direct investment in the market, can offer both…

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Education-Based Planning

Our approach to financial planning and investing centers around education. We apply this philosophy to our own practice and strive to provide our clients with the resources they need to fully comprehend their situation and plan for their financial future with confidence. Read our blog posts and informational content below.

The Future of Retirement Investing: Understanding the DOL's Fiduciary Rule. United States Department of Labor building, representing the DOL's fiduciary rule and its impact on retirement investing, investor protection, and financial security.Workplace Retirement

Understanding the DOL’s Fiduciary Rule

Key Takeaways Retirement investors gain trust: Retirement investors gain trust: Learn how the DOL's fiduciary rule establishes trust between investors and advisors. Protection from conflicts…
Photo depicting cash and a 401(k) plan, with alt text: '2023 401(k) Balances Surge, Participation Declines.' Learn about the latest trends in retirement savings as T.Rowe Price reports a 14% increase in average 401(k) balances, reaching $115,000 in 2023. Despite this growth, participation dipped to 63%. Discover insights on Roth contributions, deferral rates, investment preferences, and more from T. Rowe Price's comprehensive benchmarking report.Workplace Retirement

2023 401(k) Balances Surge, Participation Declines

Key Takeaways Balances Surge: 401(k) balances rose significantly in 2023, marking a positive trend in retirement savings. Participation Declines: Participation rates in 401(k) plans experienced…
Survey Reveals: Priorities for 401(k) Sponsors - Emphasizing participation education, improving rates, and fiduciary responsibilities in managing 401(k) plans. Insights from a comprehensive survey by OneAmerica.Workplace Retirement

Survey Reveals: Priorities for 401(k) Sponsors

Key Takeaways Priority on Participation Education: Providing participation education emerges as the top priority for 69% of respondents, indicating a significant shift in focus. Improving…
August Wealth Management

Tailored Solutions, Personalized Guidance

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Picture-Perfect Client

While having ample financial resources is undoubtedly important for the flexibility and success of your financial plan, it is not the sole determinant of our potential for a fruitful partnership. At The August Wealth Management Group, we actively seek out clients and prospects who possess qualities such as ambition, drive, consistency, and open-mindedness. Whether your wealth is newly acquired or has been accumulated over multiple generations, we are committed to assessing your unique circumstances and providing customized solutions to protect and grow your assets, regardless of your demographic. Here are just a few of the groups that we serve.