Who We Serve
We provide wealth and asset management services in Reston to a variety of people, but we specialize in retirement planning and retirement income solutions. AOG Wealth Management can work with you to achieve your goals whether you are still working or you have already retired.
For individuals nearing retirement, we help you plan for the golden years by using sophisticated financial planning tools and solutions. You’re investments are still in the savings and growth stages of development, and our strategies help you plan for a worry-free retirement.
For individuals that have already retired, we help you preserve and protect the money you worked so hard to accumulate during the working years of your life. Our investment strategies are aimed to generate income and help you enjoy retirement.
Our Products and Services
At AOG Wealth Management, our business model is based on a boutique firm environment, because we believe that your needs are better heard when you have individualized attention from a number of financial disciplines. Our unique firm offers a variety of products and services, including:
- Retirement planning solutions
- Tax planning services
The Endowment Investment Model
Our investments are based on the Endowment investment model. It is a strategy that suggests you invest in seven or eight separate and distinct asset classes, with performance mechanisms that work independently from of one another. This allows you to possess a truly diversified portfolio that performs in bull and bear markets.
There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. AOG Wealth Management and Kalos do not claim that any investor will achieve the same result as any endowment, institution, or other investor. AOG Wealth Management’s Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, AOG Wealth Management and Kalos representatives do not earn both advisory fees through AOG Wealth Management and brokerage commissions through Kalos Capital on the same assets.
Start Saving Today
Whether you’re looking for a reputable wealth management company in Reston that can help you reach your retirement goals, or you need guidance so that your retirement accounts produce steady income after you have already retired, AOG Wealth Management can help. Call us today at 1-866-993-0203.