AOG Wealth Management held a Client Education Seminar on November 11th at Ruth’s Chris in Tyson’s Corner, highlighting one of the many unique investment opportunities offered to their clients. The event was hosted by APX Energy and welcomed over forty AOG clients who listened to Jonathan Nichols, CPA, Huey & Associates, P.C. and Josh Fagan, National Sales Director, APX Energy, LLC. Mr. Nichols and Mr. Fagan presented the benefits of oil and gas as a valuable component of a balanced investment portfolio.
Jonathan Nichols is a licensed CPA in Virginia and currently the Tax Partner at the regional firm of Huey and Associates, P.C. Jon has over 14 years of experience and currently leads the tax compliance and strategic planning practices of the firm. Before rejoining Huey and Associates in 2006, he spent two years specializing in the development and implementation of tax efficient structures for small business owners and real estate investors across the country.
Mr. Fagan is the National Sales Director for APX Energy, LLC, and manages the Company’s relationships with selling broker-dealers and registered representatives. Prior to joining the Company, Mr. Fagan was the National Sales Director for a sponsor of oil and gas programs, and the President of Fagan & Rawlings. Earlier in his career, Mr. Fagan was a registered representative for Raymond James Financial Services. Mr. Fagan holds Series 7, 63 and 65 securities licenses and is a registered representative of the JCC Advisors, LLC.
AOG Wealth Management conducts extensive due diligence on all of its investment opportunities. As a boutique wealth management firm with an unmatched client- care reputation, AOG provides a unique approach to wealth management. Investment advantages of an oil & gas investment include:
- Potential monthly income & tax benefits
- Significant first year tax deduction
- Inflation Hedge
- Portfolio diversification
Oil and gas exploration, development, and production activities inherently involve highly speculative activities in which results cannot be exactly predicted and which necessarily involve risk of loss of one’s entire investment. Investment in the partnership is suitable only for “accredited investors” within the meaning of Regulation D defined by the Securities and Exchange Commission under the Securities Act of 1933 and amended by the The Dodd–Frank Wall Street Reform and Consumer Protection Act which requires investors to possess the financial ability and willingness to accept the high risks and lack of liquidity inherent in the partnership. All of the information furnished in connection with a partnership is derived through the use of scientific or other techniques associated with the oil and gas business, and, as such, should not be relied upon as statements of fact. Any reserve estimates, price calculations, price forecasts, exploration potential, predictions, or similar information contained in the material furnished in connection with a partnership are, or may well be, estimates only and may not be indicative of actual results. Legal and Tax professionals should be consulted before any investment is considered in a project.
To learn more about AOG Wealth Management and its specialized approach to institutional-quality wealth management and asset management, please contact us at 1-877-600-3573 or visit AOG on the Web at www.aogwealth.com.