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Why Choose AG Wealth Management?
AG Wealth Management is a fiduciary fee-only financial planning firm in New York City, New York
CFP® Professional
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I adhere to the gold standard of financial planning, ensuring you receive advice you can trust. Fewer than 25% of advisors hold this credential.
Open Architecture
We’re not tied to any broker, dealer, or mutual fund company, ensuring you access only the best investment options tailored to your needs
Unbiased Advice
As a fiduciary, fee-only financial planner, we prioritize your interests above all else. With no third-party commissions, our advice is truly unbiased and focused solely on your goals.
A Partner You Can Count On
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I founded AG Wealth Management on one simple principle: You simply can’t give objective advice if your relationship with your client begins with a need to sell a product rather than providing comprehensive advice. We take pride in our financial planning approach being people-focused rather than product-focused and we’re here to be your counsel every step of the way from starting your career or business all the way through making sure you’re well equipped during retirement years.
Our commitment to serving you goes beyond experience and top designations, we are a fiduciary, fee-only financial planning firm serving clients in New York City, Ann Arbor, and nationwide who’ll always put your interest first.
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Asad Gourani, CFP®, EA
Founder & CEO
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Who do we serve?
SOLUTIONS
Financial Planning
We thrive on simplifying complex financial situations and help you make sense of the different areas in your financial life. Life is complex but your finances don’t have to be. We use state of the art technology to help you track your finances along with FinMetrics, a proprietary 12 key performance indicator reports that we’ve developed to benchmark your progress.
Investment Management
​ Our portfolios are constructed to account for decades of research by leading academics and extensive empirical data. We implement diversified portfolios, not only with regards to the number of holdings but also diversified exposure to risk premiums that have demonstrated the historical tendency to drive returns.
The Process
At AG Wealth Management, we believe in doing things differently. Our job isn't to sell you financial products, we're here to provide you comprehensive financial planning you could count on. We won't make any recommendation without knowing all the facts, because we simply take your success personally. That's why we have created a five-step process to ensure you get the quality advice you deserve.
Free E-Book: Tilting the Odds
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Contact
(734) 7470049
199 Water St,
34th Floor
New York, NY, 10038
Get in touch!
AG Wealth Management is a fee-only financial advisor in New York, NY. We provide financial planning and investment advisory services