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Who We Serve

AOG Wealth Management provides a variety of financial services to people in Georgetown, but we specialize in retirement planning, retirement protection and retirement income.  We work in a boutique firm setting so when you employ us as your financial service managers, we have perspective from a number of financial disciplines.  This helps us to stay on course and get you to your dream of comfortable retirement living.

Retirement Planning Services

While you save for retirement, your investments should be geared toward growth and savings.  We use sophisticated tools and financial solutions to help you create a custom retirement plan with attainable goals.  We put strategies in place to help you reach a retirement that will be worry-free and comfortable.

If you have already retired, incorporating a strategy that reflects income production and account preservation is important.  A prudent plan that protects the money you worked so hard for during the working years of your life is appropriate at this stage.  We want you to enjoy your retirement with the income you need.

What Makes Us Different

Not many wealth management organizations in Georgetown abide by a strict set of core values, but we do.  We believe that our business practices should be a reflection of the values we hold dear, that’s why we work hard every day to deliver on our core values.  They include:

  • Accountability
  • Teamwork
  • Accuracy
  • Responsiveness
  • Client Delight
  • Integrity
  • Loyalty
  • Respect
  • Continuing Education

Contact Us

For wealth management services in Georgetown you can trust, contact AOG Wealth Management today.  Call us at 1-877-600-3573.