The investment management advisors from AOG Wealth Management, Inc., can help you meet your financial goals. We will serve as your financial steward and help you manage your wealth with accountability, accuracy and integrity. As a team, we incorporate multiple services and platforms to provide you with unique financial plans.
Wealth management is the consultative process of meeting the wants and needs of high-net worth clients by providing them with the appropriate financial services and products. It is a high-level professional service that combines several financial services together into one approach. It requires a team of highly skilled investment management advisors and other professionals, along […]
As a Registered Investment Advisor, we specialize in providing investment management and wealth management services in a boutique setting. We actively monitor investments to customize portfolios for each client based on their risk/reward profile and their particular financial goals and objectives. We are known for our highly responsive and personal client service, our rigorous due […]
A second marriage can create unique financial challenges, as combining two families often means combining two different financial streams. For example, couples from different income brackets may have different strategies and ways of handling their money. Even if they come from similar backgrounds, couples might also have different views on savings strategies, allowances, gifts, etc. […]