The August Wealth Management Group is uniquely positioned to cater to the needs of ultra-high-net-worth individuals. Our team is highly accomplished, experienced, and qualified to provide personalized services that enhance the lifestyles and portfolios of our opulent clients. We have a specialized division, 1% Private Wealth, which is dedicated to serving this clientele. With our expertise and resources, we can design tailored plans that aim to grow the already substantial assets of these clients.
High-Value Service
A Team with Experience
The August Wealth Management Group was established in 2019 by our founder, Sean K. August, who had already achieved the distinction of being the youngest asset manager on Wall Street to manage funds over $4 billion in AUM. Leveraging his experience, insights, and strategies, our entire team collaborates to serve our esteemed ultra-high-net-worth clientele. Our approach centers on employing established patterns while prioritizing the safeguarding of our client's assets, thereby affording us the ability to defend their holdings while pursuing growth opportunities.
Exclusive Options
Naturally, with more funds come more options, and we strive to make those options available to our ultra-high-net-worth clients. When you work with our 1% Private Wealth division, we take a collaborative approach, educating and empowering you to make informed decisions that align with your long-term financial goals.
Greater Opportunity
It is widely known that larger funds can potentially offer greater investment opportunities, but identifying and accessing them can be challenging for investors who lack the necessary expertise. Fortunately, our team's extensive experience enables us to identify and vet such opportunities, which we then make available to our clients who are willing and equipped to undertake the potential growth and associated risk. Nonetheless, we prioritize our client's interests by conducting a thorough assessment of their risk tolerance and investment goals to ensure that any such opportunity aligns with their overall investment strategy.
Personalized Service
Our firm takes pride in offering personalized service to all our clients, but we recognize the unique needs and expectations of our 1% Private Wealth division clients. This select group receives privileged access to a dedicated team of specialists, who maintain a lower client-to-advisor ratio, allowing for a more intensive focus on each client's unique objectives. Our team is committed to identifying and pursuing opportunities aligned with our client's investment goals, while prioritizing their interests both personally and financially, with our success closely tied to theirs, which we believe ensures a more intimate, enriching experience.
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.
