1% Private Wealth is a division of The August Wealth Management Group that provides tailored financial solutions to ultra-high-net-worth individuals. We understand that significant wealth comes with a unique array of options and opportunities. With vast experience managing notable quantities of funds, our team is well-versed in the needs of the uber-wealthy and has acquired significant expertise in identifying and offering select product and investment opportunities that may not be available elsewhere, allowing our clients the ability to secure the lifestyle they both desire and deserve.
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Why The August Wealth Management Group?
We stand out among our competitors thanks to our extensive experience, distinctive approach, and exceptional level of care for our clients. With a custom strategy that aligns with your goals and unique financial objectives, we aim to achieve growth for your investments while also exploring exclusive opportunities that are not typically available to traditional investors. Having been tested and proven in challenging situations, we are well-equipped to understand your requirements and develop a plan to help you maintain your exceptional financial standing.
Our Philosophy
Our investment philosophy is built on three core principles: discipline, patience and perspective. Learn more about our pillars below.
Discipline
Rather than attempting to predict market movements, we evaluate the intrinsic value of companies or assets relative to their market price and invest accordingly. We invest alongside our clients to ensure a collaborative experience.
Patience
Our conviction is that a long-term perspective is critical for prosperous investing. Our strategy helps us make decisions based on a business’s projected value over several years, instead of being influenced by short-term fluctuations.
Perspective
Our objective is to produce substantial gains with minimal risk by concentrating on intrinsic value. We’ve reduced the process of buying and selling securities to a discipline rather than an art, allowing us to focus on informed interpretation.
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.