We serve busy young professionals and business owners by guiding them through the biggest financial decisions they will make. Our clients come to us for expert advice on understanding their finances, and creating financial plans; from debt management to college savings, retirement. We are devoted to helping you invest more in your future.
With a comprehensive and individualized plan tailored to meet the specific needs of each client, our services go beyond just investing. Our services go beyond basic investments, we create a roadmap for financial success based on individual clients and their unique circumstances. Our concierge-level services include retirement planning, goal-based planning, and asset management. By letting us help define your goals and show you how to invest smarter, you will be set up for financial success. We are committed to helping our clients take the first steps toward a better financial future.
Meet The Founder
AG Wealth Management was founded to counter the sales-driven culture in finance, and eliminate conflicts of interest in the financial services industry. We believe in supporting our clients’ interests and protecting their assets first.
Asad Gourani, founder and CEO of AG Wealth Management brings his vast knowledge and experience to help his clients achieve their financial goals. Asad has been questioned for insights about the markets and financial planning by numerous leading publications. These publications include: US News, CNBC, and Investment News. Locally, Asad has been a guest on several occasions on TV channels like Fox 2 Detroit and ABC WXYZ.
Asad is a CERTIFIED FINANCIAL PLANNER™ professional, accredited asset management specialist, and accredited portfolio management advisor. He sits on the board of directors of the Financial Planning Association in Michigan and is Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals, and leveraging his industry connections and knowledge to help more people secure their futures.
Outside of business, and volunteering, Asad is an avid University of Michigan basketball and Detroit Pistons fan.