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
Individually Tailored Investing
Tax-Efficient Asset Transfer
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.