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.
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.