Whether you are an individual, a family, a business, or the custodian of a retirement plan, the AGH Wealth Management professionals tailor each plan for your specific needs and goals. Our Lifestyle to Legacy™ process starts FIRST with careful listening so that we fully understand your situation – including your priorities, goals, and risk tolerance.
Only then can our team begin laying out a roadmap to consider what strategies might best fit as we work to help you toward your short-term and long-term personal and financial goals. Our perspective is one of long-term trust and lifetime income. We hope to build a relationship with you that will serve your needs no matter what stage of life you are in: from starting a career through safeguarding the security of your grandchildren or anywhere in between.
Following is a sampling of the products and services AGH Wealth Management’s team may consider as we design a financial plan that will fit your needs – both now and in the future.