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4 Tips for Properly Managing Retirement Savings

by Michelle Whitlock

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

by Michelle Whitlock

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

by AOG Wealth Management

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:

Staff Accomplishments

by Michelle Whitlock

At AOG, continued growth and education are key parts of our team’s annual goals.  Whether it be a new professional designation, training conference, or continuing education course, we are regularly looking for opportunities to boost our experience and knowledge to better continue to serve our clients.  We’d like to take a few moments to celebrate […]

Cheers to Fred

by AOG Wealth Management

Congratulations are in order for Fred Baerenz and Jim Ortlip who were once again nominated by their peers for inclusion in Northern Virginia Magazine’s ranking of Top Financial Professionals for 2018 in their September Issue.