AG Wealth Management

At AG Wealth Management, we believe that financial planning should be tailored to each client's unique goals, risk tolerance, and values. Our team of experienced professionals is committed to providing unbiased, fee-only financial planning and investment management services to individuals, families, and businesses. With over 10 years of experience in the financial industry, our founder, Asad Gourani, CFP, EA, has a proven track record of helping clients achieve their financial objectives.

Our Philosophy

At AG Wealth Management, we believe that financial planning should be a collaborative process that prioritizes the client's best interests. Our approach is built on three core principles:

• Build Optionality: We believe that financial planning should allow individuals to have the freedom to pursue their passions and goals, rather than being tied to a specific job or lifestyle.
• Small Steps Matter: We know that financial success is not a one-time event, but rather a journey that requires consistency, patience, and persistence.
• Informed Decision-Making: We believe that financial planning is not just about making the right investment decisions, but also about understanding the tax implications, risk management, and estate planning.

Our Services

At AG Wealth Management, we offer a range of services designed to help individuals and businesses achieve their financial goals. These services include:

Financial Planning: We provide comprehensive financial planning services that help clients identify their financial goals, assess their current financial situation, and develop a personalized plan to achieve their objectives.

Investment Management: Our experienced investment team constructs diversified portfolios that are designed to meet each client's unique goals, risk tolerance, and investment horizon.

Retirement Plans: We provide advisory services to plan sponsors, helping them design and implement customized retirement plans that meet the needs of their employees.

Tax Preparation Services: Our sister company, AG Tax Advisors, offers discounted tax preparation services to our clients.

Our Commitment to Excellence

At AG Wealth Management, we are committed to delivering exceptional service and results to our clients. We are fiduciaries, which means we have a legal and ethical obligation to act in the best interests of our clients. We are not conflicted by commissions, kickbacks, or other incentives that might compromise our objectivity. Our only motivation is to help our clients achieve their financial goals.

Join the AG Wealth Management Community

At AG Wealth Management, we believe that everyone deserves access to personalized, unbiased financial planning and investment management services. If you're looking for a trusted partner to help you achieve your financial goals, we invite you to explore our services and discover the AG Wealth Management difference.