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More Than Just Investments

We take pride in helping our clients not only invest prudently but we couple our investment management expertise with our financial planning capabilities. We believe that a solid financial foundation will set you up for sucess.

Financial Planning Meeting

State Of The Art Technology

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Investment Portal to measure your performance and keep track of your holdings.

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Financial Planning Portal to see all your finances in one place.

Financial Planning

We thrive on simplifying complex financial situations and help you make sense of the different areas in your financial life. Life is complex but your finances don’t have to be. We use state of the art technology to help you track your finances along with FinMetrics, a proprietary 12 key performance indicator reports that we’ve developed to benchmark your progress.

Retirement Plans Consulting

We provide advisory services to plan sponsors (Business owners) to meet their fiduciary duty to plan participant, and help them make informed decisions with a suitable plan design that maximize their benefits and help attract and retain talent.

Investment Management

Our portfolios are constructed to account for decades of research by leading academics and extensive empirical data. We implement diversified portfolios, not only with regards to the number of holdings but also diversified exposure to risk premiums that have demonstrated the historical tendency to drive returns.

Tax Preparation

We provide Tax preparation and consulting through our sister company: AG Tax Advisors. Clients of AG Wealth Management receive a discounted rate on tax preparation services.

Ready To Take The Next Step?

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