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The Endowment Model: Private Equity

by Jim Ortlip

The objective of the endowment model is to provide competitive portfolio returns with reliable income while reducing the volatility of the portfolio. Two of the major characteristics of an endowment portfolio that work together to fulfill these objectives are the use of illiquid investment vehicles and the use of investment vehicles that are of very […]

Account Maintenance Corner: Tax Prep

by Erica Schaeffer

Tax season is upon us! Please take a glance at our helpful hints below… Tax Preparation Packets As a wealth management firm specializing in assisting high net worth individuals and businesses with their financial needs, we strive to provide exemplary client service. As a component of that service, we are in the process of preparing […]

4 Ways People Under 40 Can Simplify Estate Planning

by AOG Wealth Management

A common misconception is that estate planning only applies to the wealthy. This process, however, is essential for anyone who has assets, regardless of the overall value of those assets. AOG Wealth Management, an expert in financial planning in McLean, Great Falls, and all of the Metro DC area, shares four ways people under 40 […]

Message from the President: January 2017

by Fred Baerenz

I hope each of you enjoyed the holidays with your friends and family. All of our staff took vacation time over the last month, both around the house, and some travel. Sheila and I spent time with family and friends. Our son is on schedule to graduate in May from the University Of Virginia School […]

5 Tips on Managing Your Money in Your 20s

by AOG Wealth Management

When you are young, it can be hard to plan for retirement — something 40 years in the future. But it is important to start when you are you because you have many financial concerns during this point in your life such as student loans, rental expenses, and saving for your first home. AOG Wealth […]

Helpful Saving Tips for a Secure Retirement

by AOG Wealth Management

AOG Wealth Management has a long history of helping clients safeguard and grow their assets, even in a turbulent economy. As an expert in investment management in Washington DC and Northern Virginia, we understand that every client has evolving financial goals, which is why we provide sophisticated solutions based on individual situations. Nonetheless, there are […]

Tips to Help You Develop the Right Mindset for Investing

by AOG Wealth Management

AOG Wealth Management is the leading expert in investment management in Ashburn, VA and all of Northern Virginia. We specialize in helping our clients meet their financial goals by providing customized investment solutions based on their objectives and circumstances. Here are a few tips to help you develop the right mindset before investing:

Service in our Community

by AOG Wealth Management

The staff and clientele of AOG Wealth Management have been honored with many blessings during the year.  The holidays are a time when we come together to share with others.  At our annual holiday event we collected over 200 toys for the Toys for Tots charity, along with 60+ pairs of Men’s and Women’s winter […]

5 Essentials to Address During the Estate Planning Process

by AOG Wealth Management

Talking about how to divide your possessions after your death can be an emotional and daunting task.  Nevertheless, it is essential that you plan properly for the future. This way, you can avoid creating problems for the people you love after you pass, leaving them with an orderly distribution of your assets per your wishes. […]

4 Financial Tasks You Should Complete Before Year-End

by AOG Wealth Management

Keeping your finances in order is a year-round task, and more the last quarter of the year as you prepare for tax season. For this reason, you should already focus on strategies that help reduce your taxable income before the year ends. AOG Wealth Management, your premier financial advisor in Washington, DC and Northern Virginia, […]