WHEREVER YOU ARE IN THE TIMELINE
From your first grant to your last day of work
01
Still vesting, building your equity
RSUs, ISOs, and ESPPs each carry different tax rules and vesting mechanics. We build a sell strategy and tax plan around your specific grant, so concentration and taxes don't quietly work against you.
Sounds like me
02
Planning an early or on-time retirement
We turn equity, savings, and income into a retirement date and a withdrawal plan you can trust — whether that's at 45 or 65.
Sounds like me
WHY WORK WITH US
Advice built around your life, not a sales quota
CFP® Professionals
Certified Financial Planners held to a fiduciary standard.
Fee-Only, Fiduciary
We're paid only by you —
never commissions, never product incentives.
Open Architecture
No proprietary products. Every recommendation is chosen on its merits.
SOLUTIONS
Comprehensive, not transactional
Financial Planning
Ongoing planning that keeps pace with your equity, taxes, and goals — reviewed and adjusted continuously, not once a year.
Investment Management
Diversified portfolios grounded in decades of research, including direct indexing to manage concentrated equity positions and harvest losses.
Retirement & Early Retirement Planning
A withdrawal strategy, income plan, and healthcare bridge built around your actual number — whether you're targeting 45 or 65.
Tax Preparation, In-House
Prepared and filed by our own team through AG Tax Advisors — not just coordinated with an outside CPA.
HOW WE WORK TOGETHER
A Five-step process, start to finish
Discovery
Analysis
Plan
Implementation
Ongoing Care
An honest look at where you stand today, no obligation.
We map your equity, tax exposure, and goals into one picture
A written strategy for equity, tax, and investment decisions
We put the plan into action alongside you
Check-ins timed to your vesting and exercise events, not just the calendar
Have questions before you book?
Send us a note and we'll get back to you within a day
AG Wealth Management is a fee-only financial advisor serving clients in New York, NY. We provide financial planning and investment advisory services