AOG Wealth Management provides customized investment management and wealth management services to clients based on their unique financial objectives. As an Independent Registered Advisor, we specialize in managing wealth for high-net-worth companies, individuals, trusts and accounts of similar nature. Today, we discuss asset allocation:
AOG Wealth Management is a Registered Investment Advisor that provides investment management and wealth management services in a boutique setting, offering our clients customized solutions based on their individual goals. Today, we share some important tips for building sustainable wealth before retirement.
Jim Ortlip, Wiehan Pieper and I were in New York City last week meeting with five companies that are on the AOG platform, or under consideration. As sports enthusiasts, we couldn’t resist taking a picture (see below) in front of the check-in desk for the National Football League (which we didn’t visit), while we were […]
AOG Wealth Management is honored to be a Platinum Partner Sponsor of Celebrate Great Falls, and there is no bigger day where we get to enjoy celebrating our community and our Country than during the full day of activities CGF hosts on the 4th of July.
The AOG Wealth Management community came together in June to collect food and funds for the Capital Area Food Banks’s annual Kids Summer Meal Program and the Mobile Food Program. Our goal was to help as many kids as possible during the challenging summer months when kids in need no longer have access to free […]