Not all wealth management organizations in Washington DC have core values quite like ours. In fact we believe it’s pretty uncommon for most wealth management companies to focus on their values and adopt business practices that reflect those values. At AOG Wealth Management, however, we work hard every day to ensure our practices incorporate the core values we hold dear. Our values focus on organizational, operational and philosophical business elements and they are as follows:
- Client delight
- Continuing education
AOG Wealth Management maintains a boutique firm setting simply because we want to provide you with the most resources and the best service possible. Where else can you find a team of financial experts working together to achieve your individualized retirement goals? We believe that as we adhere to our core values, we know we will be better able to provide our clients with the highest level of satisfaction.
Products and Services
When you choose AOG Wealth Management for your asset and wealth management company, you are privy to a host of platforms and services that you can’t find under the same roof anywhere else. Our team focus and boutique setting allows us to offer everything from retirement planning to tax planning. Some of our products and services include:
- 1031 DST Tax Deferred Exchange
- Government Securities
- Relocation Tax Issues
- Income, Gift and Estate Tax Returns
- Corporate Tax Preparation
- Disability Insurance
- Life Insurance
At AOG Wealth Management, we’re not typical Washington DC wealth and asset managers. We consider ourselves stewards of the monetary gifts with which you have been blessed. We pledge to use integrity as we provide stewardship over those gifts. Call us today at 1-866-993-0203 for more information about us and our products and services.