The August Wealth Management Group typically serves clients who possess substantial financial resources. In the case of families, these resources are often spread across multiple generations and allocated among different individual, retirement, trust, and estate planning vehicles. Our track record demonstrates expertise in managing privately held assets, investing family foundations and endowments, facilitating effective business succession planning, managing retirement investments, as well as estate and tax planning, among other areas.
A Relationship Driven by Potential
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.