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Wealth Management

AOG’s 23rd Annual Holiday Party

AOG celebrated the end of 2018 and the holiday season with clients, friends and colleagues at their 23rd Annual Holiday Party, held again at the Ritz Carlton in Tyson’s Corner.  Guests enjoyed a lighthearted Year in Review presentation by AOG Wealth Management CEO Fred Baerenz, inspiring words from volunteers with the charitable organization David’s Hope, […]

AOG in the Community: Welcome to Great Falls!

For the past five years AOG Wealth Management has been pleased to be the Platinum Sponsor of Celebrate Great Falls – the organization that is at the heart of the “Community Spirit” of Great Falls.  they organize everything from the 4th of July Parade & Fireworks to the Halloween Spooktacular to the Concerts & Movies […]

4 Tips for Properly Managing Retirement Savings

AOG Wealth Management provides investment management services in a boutique setting and, unlike other firms, works with a team of professionals specializing in specific areas of wealth management. This allows us to incorporate more services and platforms, as well as provide our clients with unique financial plans based on said client’s financial goals and risk/reward […]

Successful Tax-Efficient Strategies

The investment management advisors from AOG Wealth Management are here to help you safeguard your wealth and meet your financial objectives. We provide wealth management services in a boutique setting, and manage our clients’ wealth with accountability, integrity and accuracy. One of the things we can do for clients is provide tax-efficient strategies to reduce […]

3 Simple Tips to Build Sustainable Wealth Before Retirement

AOG Wealth Management Inc. provides wealth management and investment management services that are tailored to meet our clients’ specific financial objectives and needs. We have many years of experience, and our investment strategies go beyond the traditional asset classes. Today, we will provide tips to help you build sustainable wealth before retirement: