AOG Wealth Management is a Registered Investment Advisor providing wealth management services in a boutique setting. AOG actively monitors investments to customize portfolios to each client based on their risk/reward profile.
We help you achieve your financial goals
Distinct investment model
Rigorous due diligence process
Highly-responsive and personal client service
At AOG Wealth Management, we consider ourselves financial stewards. We’re here to manage your wealth with integrity, accuracy and accountability, and we do it all while offering institutional-quality investment management services. We are also Northern Virginia wealth advisors with a different approach. Many firms are highly specialized in one or two product offerings, but we work as a team of professionals housed together under one boutique firm roof. Doing business this way allows us to incorporate more platforms and services in a financial plan that is as unique as you are.
Securities offered through Kalos Capital, Inc. located at 11525 Park Woods Circle, Alpharetta, Georgia 30005 and/or TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of either Kalos Capital, Inc. or TD Ameritrade Institutional Services.
There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. Kalos Capital and AOG Wealth Management do not claim that any investor will achieve the same result as any endowment, institution, or other investor. AOG Wealth Management Investment Advisor Representatives may have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, Kalos representatives and AOG Wealth Management Investment Advisor Representatives do not earn both advisory fees and brokerage commissions on the same asset. The endowment model may incorporate asset classes and/or individual investments that are illiquid (less than quarterly liquidity) and contain speculative elements and therefore may not be suitable for investors with short-term liquidity needs or low tolerance of risk in their portfolio. We will discuss each individual client’s risk tolerance, liquidity needs, and ability to withstand capital losses in their portfolio, prior to making any recommendations.