The needs and dynamics of individuals and families are constantly evolving, which is why we believe quarterly engagements and semi-annual meetings are essential. Our approach begins with a comprehensive education on taxable, tax-deferred, and tax-exempt accounts, followed by our assistance in making an informed decision on the most suitable accounts for you and the reasons behind it. Our services encompass a range of offerings typically associated with wirehouses or family offices, including but not limited to: asset reporting and monitoring, evaluation of private investment opportunities, financial and investment literacy, philanthropy coordination, estate planning, budget/expenses monitoring, and bill payment.
Individuals and Families
Goal-Oriented Plans
At August Wealth Management Group, we recognize the unique circumstances, needs, and desires that each of our clients brings to our professional relationship. We conduct a thorough assessment of these factors in order to develop a personalized financial plan that is designed to achieve and secure your financial objectives. This approach provides you with the necessary financial freedom to pursue your lifelong aspirations.
Individually Tailored Investing
We use your current position to assess your tolerance for risk as well as your appetite for potential investment opportunities. Once we completely understand your goals, we can assemble a plan that helps you protect what you need to maintain your desired lifestyle while also looking for potentially advantageous chances that would allow you to achieve financial safety.
Risk Mitigation
We are pleased to offer our assistance in exploring options that are specifically designed to safeguard your wealth and protect your assets. As an independent firm, we have exclusive access to hundreds of options that could potentially help you achieve sustained growth while preserving your current assets. By understanding your vision of a comfortable lifestyle, we can evaluate whether a protection-based approach or a defense-oriented component would be suitable for you and your portfolio.
Tax-Efficient Asset Transfer
As you consider passing on your wealth to your loved ones, we understand how important it is for you to maintain control over your own decisions. That's why we aim to establish a carefully crafted estate plan while you are still of sound mind and body. Our objective is to facilitate the smooth transition of your assets to your heirs in the most tax-efficient manner possible. Please feel free to contact us to discuss how we can assist you in this process. Thank you for considering our services.
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.
