About August Wealth Management - August Wealth Management

About Our Firm

At the August Wealth Management Group, we believe that significant wealth requires financial acumen, logical innovation, investment management, outcome-based planning, and intellectual capital. We strive to offer all of these qualities and elements to our clients, acting as a supportive and empowering force that motivates them to achieve their objectives. Our approach is results-driven, and we tailor each financial plan and decision to help you achieve the lifestyle you desire.

Our Process

Our process begins with an initial discovery meeting where we gain a deeper understanding of our clients and identify any obstacles preventing them from achieving their objectives. We then take the time to educate ourselves about these issues and get involved with the communities impacted by them. Our philosophy is rooted in the belief that the only way to effectively address an issue is to fully comprehend it, which is why education and enlightenment are integral to our approach. Once we have a clear understanding of your goals and the challenges you face, we offer recommendations designed to increase the likelihood of success. To learn more about our process, please refer to the information below.

Step 1: Discovery

Each of our relationships begins with what can be viewed as an interview. Our objective is to understand your background, aspirations, and objectives. If you have one particular driving force or multiple motivators, we use that as the foundation of our plan, keeping your ultimate goals in mind. At the beginning of our relationship, the opportunities are endless, and we are committed to conducting a thorough analysis to identify the approach that we believe will yield the greatest benefits for you.

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Step 2: Education

The education process is not solely for the client’s benefit; it is essential for us, too. Once we have a firm grasp on your goals, we embark on our own research phase, analyzing and exploring all available options to craft a plan that aligns with your objectives. Our primary objective is to develop and implement the approach that we believe provides the opportunity to secure your financial future.

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Step 3: Formulation

With a thorough understanding of your goals, we formulate an all-encompassing strategy that incorporates holistic financial planning, tax planning, and estate planning to achieve them. We maintain contact with you as we implement that strategy into your portfolio using investments and alternative product options that account for your appetite for risk and your opportunity for growth.

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Step 4: Management

With extensive experience and specialization in asset management, we begin managing your assets with your goals in mind. Our team possesses the unique skills and qualifications required to effectively manage substantial funds with diverse objectives, always seeking to capitalize on opportunities while prioritizing the protection of what matters most to you. Additionally, we are committed to providing full transparency, enabling you to understand the rationale behind our recommendations.

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Step 5: Maintenance

After implementing a customized plan designed to meet your specific needs, we offer ongoing maintenance services to ensure that your investments remain optimized and that alternative options for protection and tax efficiency are regularly evaluated. As we understand that your goals may evolve with your lifestyle and your circumstances over time, we schedule frequent meetings to enable you to reassign your beneficiaries, adjust your approach, or restructure your strategy as needed.