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Comprehensive Wealth Planning

Comprehensive wealth management goes beyond simply managing investments. It includes a careful review of an integrated plan for cash management, risk management, investment planning, tax planning, lifetime income planning and estate planning. In some cases, it includes a business owner’s plan to transition out of the business. AGH Wealth Management has a team of financial consultants offering a broad range of expertise, supportive environment, and deep resources to help translate your goals into reality.

When you work with our wealth management team, listening comes first. Our team members conduct an in-depth diagnostic interview with you to start our Lifestyle to Legacy™ planning process. We call this the DISCOVERY meeting. During this part of the process, we will work to thoroughly understand your short-term and long-term personal, professional, and financial goals. We will take intuitive steps to measure your approach to risk, and your concerns and hopes for the financial future. We'll analyze your current financial status, then we'll dig deeper into each aspect of the financial landscape to make sure our recommendations for you are the most effective and efficient way to help you pursue your goals.

The Lifestyle to Legacy™ process is our unique method of helping you take a comprehensive and integrated approach to managing your resources both now and in the future. We want to help you live the lifestyle you want now - but also help build the legacy you hope to leave for your family, your business, and your community.

Our professionals are backed up by the resources of three different alliances, bringing nationwide and international resources to our clients as needed.

This experienced team is like having your own personal financial concierge - taking care of your financial matters so you can have the confidence to focus on what's most important to you.