AG Asset Advisory is a Registered Investment Advisor that works with:

Individuals and families with an investable net worth greater than $250K
This can include individual portfolios, retirement accounts, investment in your company’s 401k, employee stock option plans, cash, or other assets including art, real estate, etc.

Individuals with large incomes
Numerous solutions are available to defer taxes and create a long term strategy to accumulate wealth and develop a comprehensive financial plan.

Small and medium size businesses that want to implement or improve an existing 401K retirement plan
The comprehensive solution typically reduces costs, reduces trustee liability, and improves quality of investment products.

We have a fiduciary responsibility to always place your interests ahead of our own.

Now, more than ever, individuals are tired of financial advisors that are not 100% focused on their investment needs.  We are an independently run personalized firm. We believe that you should call the shots, not some corporate office with a one-size-fits-all approach.

Think of us as a financial quarterback - your single point of contact for ALL of your financial needs. We have built a network of solid professionals. Our goal is to help you to get the best financial advice in all areas of your life.

We strive to truly understand your goals. Together, we'll develop a strategy that aligns your portfolio with your personal objectives - for now and in the future. We provide an approach that begins and continues with you.

Keeping Your Money Safe
The assets we manage for you are held by a third-party custodian in your name, not kept in an AG Asset Advisory account. The custodian maintains and safeguards your assets and executes the investment transactions that we recommend. Your custodian provides you with updates on the value of your assets.  In this relationship, we have no access to withdraw your money.