AOG Wealth Management is the leading choice for wealth management services for high-net worth individuals, endowment funds, and companies. We are a Registered Investment Advisor and we offer customized investment solutions to meet our clients’ goals and objectives. Here’s why we are a trusted name in our industry:
We Focus on the Needs of Our Clients
We always begin by building a good relationship with our clients. We focus on you because we want to develop a clear idea of your needs and goals. We will use this knowledge to draw up an individualized plan that matches your objectives with real investment solutions. AOG Wealth Management is comprehensive and we use both interview and data gathering sessions to create your customized financial plan.
Work to Protect and Grow Your Wealth
As a financial planning expert, we engage in an endowment-style model that forces a “buy lower” and “sell higher” discipline. We always observe rigorous, on-site due diligence on all prospective investments, and we utilize only the highest rated offerings. We also employ a durable investment model that includes stocks, commercial real estate, managed futures, energy/drilling, equipment leasing, bonds and bond alternatives, cash equivalents, and private equity/debt.
The Endowment Model seeks higher investment returns over long periods on a more consistent basis. We do this by allocating to nonpublic and public, relatively illiquid markets. We always provide continuous and ongoing management of your account. We’ll adjust your portfolio based on the economic environment and your specific financial goals.
AOG Wealth Management is the premier financial advisor in our area. We work with only the finest and most skilled professionals in our industry and we have many years of experience in helping our client focus on their financial goals. AOG Wealth Management serves Great Falls, surrounding communities such as Reston and Washington DC. Call us at (866) 993-0203 to learn more about our wealth management services. You can also fill out our contact form for a complimentary consultation.
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