AG Wealth Management is a fiduciary fee-only financial planning firm in Ann Arbor, Michigan. The CERTIFIED FINANCIAL PLANNER designation means I'm committed to giving you advice you can TRUST. Less than 25% of all financial advisors* in the industry can claim this distinction. We have no relationship with any broker/dealer or mutual fund company, which means we're not beholden to a specific fund or a brand.
We only get the top investment and tech options to our clients. We're here to provide advice, not a sales pitch. As a fiduciary, fee-only financial planner we are not only held to the highest ethical and legal standard but we also don't accept any third party commission.
We only get the top investment and tech options to our clients. We're here to provide advice, not a sales pitch. As a fiduciary, fee-only financial planner we are not only held to the highest ethical and legal standard but we also don't accept any third party commission.
Services
I launched AG Wealth Management in 2017 to help millennials and small business owners invest smarter, reduce taxes, and take control of their finances. Since day one, my mission was to be unlike your traditional financial planner.
At AG Wealth Management, I have been a fiduciary from day one, and have a conflict-free incentive structure where I don't accept sales commissions that dictates which solution I should recommend to you, nor maintain a broker-dealer relationship that incentivizes us to act to act in their best interest instead of yours.All the analysis is done independently and objectively with only you in mind.
At AG Wealth Management, I have been a fiduciary from day one, and have a conflict-free incentive structure where I don't accept sales commissions that dictates which solution I should recommend to you, nor maintain a broker-dealer relationship that incentivizes us to act to act in their best interest instead of yours.All the analysis is done independently and objectively with only you in mind.
We take pride in helping our clients not only invest prudently but we couple our investment management expertise with our financial planning capabilities. We believe that a solid financial foundation will set you up for sucess. We thrive on simplifying complex financial situations and help you make sense of the different areas in your financial life.
Investing our client's hard-earned assets is a privilege and responsibility that we don't take lightly. This is why we have rigorous processes in place for investment selection and portfolio customization. At AG Wealth Management, every portfolio is personal. Before investing, we cover all topics relating to your investment goals, time horizon, risk tolerance, as well as personal and tax circumstances.
We believe that comprehensive financial planning is the highest calling in our industry. While investments might come top of my mind to many when thinking about wealth management, it's the financial planning process specifically customized to your personal goals and circumstances that is going to lay the foundation for your success.
Whether you are a solo entrepreneur, or a large medical or dental practice. One thing about running a successful business is that you often find yourself in a higher tax bracket and less than adequate retirement saving vehicles. We can help.
Between our expertise in designing and implementing plans, and our vetted network of third party administrators and record keepers, we're able to help you create the retirement plan that fits your business, help you optimize your retirement goals and taxes while rewarding and retaining your employees.
Between our expertise in designing and implementing plans, and our vetted network of third party administrators and record keepers, we're able to help you create the retirement plan that fits your business, help you optimize your retirement goals and taxes while rewarding and retaining your employees.
