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Our Process

Financial Planning and Investment Proccess
Discovery Meeting

To begin, we will schedule a discovery meeting whether via phone, video conferencing, or in person. This is where you'd get a solid foundation about our firm and how we do things differently, tell us about what you're looking for in an advisory relationship, and ask us any question you want. That way, we could make sure we're a good fit for each other before diving into the numbers. Having mutual like and trust is a critical first step for a long term ongoing relationship.

Understanding Financial Planning and Investment Needs

Once you decide to proceed with us, we schedule our foundation meeting, where we start discussing and mapping out your goals and objectives, your values, and your current financial situation, so we could start understanding your financial planning and investment needs.

Financial Planning and analyzing your numbers

Now that we understand your values and needs, this is the step where we organize your finances together and create a long term plan for your success. Our wealth planning process covers all topics of personal finance from retirement planning, to investments, to tax planning, to cash flow management. 

At AG Wealth Management, we are a fiduciary to our clients which means we don't accept any financial or economic benefit to recommend any product or strategy. All our plans are crafted for our clients' best interest.


Investment Strategy

Once we have determined your cash flow needs, risk tolerance, and time horizon it will be time to select the most suitable AG Wealth Management model portfolio to serve your needs. We are big believers in low cost globally diversified research-driven portfolios.

In addition to asset allocation decisions, we are by your side to guide you through the ups and downs of the market. Studies have repeatedly shown that investors behavior is a significant determinant of future returns, in other words investors are sometimes their own worst enemy.


Supervise financial plan

Life happens and circumstances change, which could alter your goals and change your priorities. At AG Wealth Management we take your success personally, we are here to ensure that you're always on the right track, and here to work with you as your financial life evolves.

Ready To Take The Next Step?

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