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Important Things You Need to Know When Estate Planning

by AOG Wealth Management

An estate plan ensures the orderly administration and disposition of property after you die. It’s important because you need to think about what will happen to your assets and who will receive your assets after you pass away. Fortunately, AOG Wealth Management is a leading estate planning expert in our local area. We can help […]

Reasons to Work With AOG Wealth Management

by AOG Wealth Management

AOG Wealth Management is the leading choice for wealth management services for high-net worth individuals, endowment funds, and companies. We are a Registered Investment Advisor and we offer customized investment solutions to meet our clients’ goals and objectives. Here’s why we are a trusted name in our industry:

AOG in the Community

by AOG Wealth Management

Congratulations to Vienna Little League’s AOG Wealth Management T-Ball Team on a great 2017 Spring season!  

Message from the President: Congratulations 2017 Graduates!

by Fred Baerenz

On Sunday, May 21st, Sheila and I attended commencement exercises for the Law School at the University of Virginia. We are pictured with our son, Frederick Joseph Baerenz, who received his Juris Doctorate degree. We are so proud of him achieving this new milestone! Sheila and I enjoyed the long weekend in Charlottesville reminiscing about […]

Movie Night on the Green 2017

by AOG Wealth Management

Movie Night on the Green 2017.  Movie Night was sponsored by AOG Wealth Management in partnership with Celebrate Great Falls.  [Photo courtesy of Christin Boggs Peyper]  

4 Common Investing Errors

by AOG Wealth Management

One of the more challenging decisions when investing is when to buy and when to sell stocks. Whether your investment timeframe is long or short, trying to time when you buy or sell is not productive.  AOG Wealth Management, your experienced investment management expert, shares four common investing errors and how to avoid them.

How to Determine Your Risk Tolerance?

by AOG Wealth Management

Most investors are familiar with the risk-reward concept, but fail to fully understand what their personal risk level is when it comes to investing. AOG Wealth Management, your experienced wealth management advisor, shares some ways to help you determine the risk preference.

Understanding Athletic Scholarships

by AOG Wealth Management

Does your child play a sport or sports?  Ever have the thought of that sport helping to pay for their college education?  Most parents would welcome the opportunity of a sports scholarship. It is important, however, to understand the reality of these awards and balance the likelihood of an award with your child’s enjoyment of […]

Achieving Financial Success Through Fundamental Priorities

by AOG Wealth Management

Financial success is not easy to achieve.  But by focusing on the fundamentals, reaching your financial goals is within your grasp.  AOG Wealth Management, your expert financial advisor, shares four financial fundamentals that can help you achieve success.

Estate Planning Mistakes and How to Avoid Them

by AOG Wealth Management

Proper estate planning can save those you leave behind a lot of trouble. It can ensure that your wealth ends up going to the right parties. It’s important to work with an estate planning expert like AOG Wealth Management if you want to avoid taxes eating up your wealth after you have passed on. Today, […]