A report from United Income, an online investing company, states that one in every six retirees in the United States is a millionaire. As a matter of fact, over the last 30 years, the rate of retired millionaires has more than doubled, with fewer retirees relying on minimum wage and ending up in poverty than […]
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 […]
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:
As a registered investment advisor, AOG Wealth Management always acts in our clients’ best interests, offering personalized investment solutions to meet our clients’ financial objectives, goals and circumstances. Our investment management services can help high net-worth individuals, endowment funds and companies. Today, we offer tips to help you manage and maximize your 401(k) plan.
It’s never too late to make room for your financial priorities. By the time you’ve reached your 40s, you will be heading towards your peak earning years. However, if you’re just now starting to save for retirement, you’ll have less time to take advantage of compounded interest. Fortunately, with proper investment management, you may be able to […]