What We Do
Established in 2000, AOG Wealth Management has served Northern Virginia, D.C. and Maryland as an independent Registered Investment Advisor (RIA) specializing in managing wealth for high-net worth individuals, companies, pension plans, Trusts, donor advised funds, and accounts of similar nature. Continue your journey to financial freedom through AOG investment strategies that go beyond the traditional asset classes of stocks, bonds and cash. By engaging an endowment-style model, AOG adds up to five non-traditional asset classes with low correlation to the stock market.
Wealth and asset management goals are unique to each individual. That is why AOG Wealth Management provides customized investment solutions based on your personal goals, circumstances and objectives. Whether you are looking for tax-efficient strategies to reduce your tax burden, re-positioning your retirement funds to less volatility, or utilizing more robust benefit plans (such as a Cash Balance Plan, Profit Sharing 401k or standard 401k) to maximize pre-tax investments for your company, AOG is committed to maintaining the highest standards of integrity and professionalism by providing a high value proposition and superior personal service.
What sets AOG apart from the typical investors and wire houses? We complete rigorous, on-site due diligence on all prospective investments, and ongoing due-diligence for existing investments. Employing a durable income model, AOG actively monitors investments necessary to customize your portfolio based on your risk / reward profile.
Contact Us for a Complimentary Consultation
Learn more about what AOG Wealth Management can do for you and your financial future. Contact us today to schedule your no-obligation complimentary consultation by completing the form on this page or call us at 1-866-993-0203