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FAQs from our Clients

As wealth advisors, we strive to understand our clients on a deeper level through regular one-on-one meetings, phone calls, and virtual appointments. Our experience in the industry has equipped us with the ability to anticipate the questions and objectives that often arise in these meetings. To help you prepare for your meeting with us, we have compiled a list of frequently asked questions and their corresponding answers. We encourage you to review them to gain a better understanding of the topics we will cover and how we can address your unique needs.

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Wall Street Office
30 Wall St., 8th FL
New York, NY 10005

Miami Office
1000 Brickell Ave., Ste. 715
Miami, FL 33131

How do I prepare for a meeting with The August Wealth Management Group?

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.

How can The August Wealth Management Group help me?

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.

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How do I achieve growth while also keeping my money safe?

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.

How much money will I need to retire?

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.

Can I view my portfolio’s performance online?

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.



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.

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.