We are a Registered Investment Advisor that offers wealth management services for companies, individuals, and endowment funds in a boutique setting. We provide customized investment solutions according to your objectives, circumstances, and goals. As the leading choice for Reston wealth management services, we specialize in retirement planning and retirement income solutions.
What is Wealth Management?
Wealth management is a high-level professional investment advisory service. It combines accounting and tax services, financial and investment advice, retirement planning and estate planning for one set fee. The wealth manager coordinates inputs from financial experts to sustain and grow the clients’ long-term wealth. AOG Wealth Management, in particular, provides solutions that we structure around your specific needs. We put strategies in place to protect your investments and help you reduce retirement worries.
How Can We Help You?
We have many years of experience helping our clients grow and maintain their assets even in a volatile and turbulent economy. We also provide sophisticated solutions based on individual situations. Every client has specific needs and evolving financial goals. We always work with our clients to plan and implement a strategy that fits their circumstances. Our financial planning in Washington, DC and Northern Virginia focuses on forming a good relationship with our clients and on finding the best way to meet their financial and retirement goals.
We will use interview and data gathering sessions to customize your financial plan. Our data gathering and analysis typically last for two or three meetings. Our team of Private Wealth Advisors will help you reach your financial goals. The team consists of Scott Sweat, CFP®, James Ortlip, CFP, Michelle Whitlock, CFP, and our President and CEO, Frederick P. Baerenz, AIF®. They are all uniquely qualified and here to serve you.
Our level of integrity and focus can help meet your financial goals. AOG Wealth Management is the premier financial advisor in Washington, DC and Northern Virginia. We work with only the finest professionals in the industry. Call us at (866) 993-0203 to learn more about our wealth management services. You can also schedule a complimentary consultation.