WHAT IS WEALTH MANAGEMENT

Working with a team that redefines wealth management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll almost definitely get ten different answers, and most are likely to be heavily focused on investing.

 

A true wealth manager effectively delivers in all three key areas below in a measurable way. Our process is collaborative—we work together in an effort to accomplish goals and hold each other accountable. Whether it is a business exit strategy, formation of a trust, advanced retirement plan, etc. we have a means, process, and work closely with a team of experts to help keep us on track and moving toward the goal of completion.

 

Clients of AG Asset Advisory benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. Our goal is to work with a select group of successful clients where we can have a significant impact. This “significant impact” comes from a collaborative approach with our clients and executing in these three areas:

INVESTMENT CONSULTING

Most advisors perform this service—some do it very well. Ours is focused on wealth preservation.  We want you to keep the money that you have worked hard to earn.

 

Many of our investments are made through Dimensional Fund Advisors, which uses advanced portfolio design and trading intended to maximize returns on a variety of mutual funds. To see more information about Dimensional and their services, click here.

ADVANCED PLANNING

This is where we go the extra mile. Through our Discovery process, we identify where you are at and where you want to be. Our role is to help bridge the gaps to get you where you want to go. Advanced planning has four key components:

• Mitigating taxes

• Ensuring your assets aren't unjustly taken

• Transferring to heirs and others

• Maximizing charitable giving and planning

RELATIONSHIP MANAGEMENT

Client Relationship Management: We intentionally work with a small group of select clients. This enables us to understand our clients' critical needs. We work closely in collaboration to meet those needs over time through a consultative process.

 

Expert Relationship Management: This is where our role of Personal CFO begins to have significant impact on your overall financial picture. Our clients need and want this, but often lack the time and expertise to effectively manage the expert team of professionals.

 

We assemble and manage a network of financial experts whom we consider some of the best minds in accounting, legal, and tax. In addition, we position ourselves to work effectively with our clients' current professional advisors.

A recent study indicates that over 77% of affluent individuals want “real wealth management.” Unfortunately, less than 6% of advisors offer this comprehensive service.  
 
Source:  CEG Worldwide
DATED FINANCIAL PLAN AND REFERRAL
TO A CPA DOES NOT CONSTITUTE TRUE WEALTH MANAGEMENT

10100 Santa Monica Blvd, Ste 300

Los Angeles, CA 90067

 

Call

T: (310) 907-9220

F: (310) 954-9865