Frequently Asked Questions

It is highly recommended that you bring along your up-to-date financial documents, which may include investment statements, budgeting records, pay slips, details about your employer benefits, tax documents, insurance policies, and any other pertinent files that can provide us with a comprehensive understanding of your financial standing, to your initial meeting with The August Wealth Management Group. We also encourage you to be prepared to discuss your objectives and priorities. First and foremost, this is a relationship, and we want to engage closely with you to find ways we can assist.

The August Wealth Management Group is an independent, full-service financial firm, meaning that we can serve you in any capacity that we deem necessary. Our comprehensive range of services is outlined in our service menu, which you can find here. However, we believe no service list is complete, and we look forward to supporting you in your growth as an investor and an individual, as you strive to achieve your desired future.

The truth is, there is not one method of achieving both growth and protection. Fortunately, with our team’s experience and financial acumen, we are confident in our ability to provide you with the opportunity to achieve your objectives, regardless of their nature. We specialize in evaluating your risk appetite and subsequently constructing a financial strategy that leverages the resources at our disposal to address both risk and growth in the most optimal manner possible. Additionally, we take pride in our transparency, offering you complete visibility into every decision we make and suggestions we offer as we accompany you on your financial expedition.

This is one of the most common questions we get. asked. Truthfully, it’s different for everyone, and there’s no magic number to reach that will dictate a successful retirement. That’s why we would love to schedule a one-on-one consultation with you to gain a better understanding of your present financial circumstances, your aspirations, and your available resources. Then, we can work toward a more accurate estimation of the amount required to support your desired retirement lifestyle, while devising a strategy to help you accomplish this objective.

We take pleasure in educating our clients and collaborating with them to achieve a mutual level of comprehension regarding their portfolios. Our custodians give them complete access to and control of their accounts, allowing them to see each transaction. We place great emphasis on transparency and honesty, and in conjunction with in-person meetings to address any inquiries, we believe our client portal is the most effective means of keeping our clients informed and involved. You can access our client portal here.