Wealth Management

Wealth Management for Business Owners

Whether you’re embarking on investing for the first time, or you need an experienced wealth management team to assist with a complex financial situation, AG FinTax’s financial experts can help.

We can advise you on the best way to grow and protect your assets, as well as provide hands-on management for your portfolio, trust, or other investment vehicles.

The Benefits of Outsourcing Wealth
Management Services:

How to know when it’s time to work with a wealth management firm?

What You Get When You Outsource With AGFintax

Services we offer:

How To Know If Outsourcing Your Wealth
Management Is The Right Call:

Expert Planning With Wealth Managers And Financial Advisors

Wealth managers and financial advisors are specialists with certified credentials, so they provide a lot of financial knowledge to taxpayers. This means an expert’s plan for your wealth management will be rooted in experience and expertise, increasing the value of your financial strategies.

Understanding How Wealth Management Works

Our experts work with you to meet goals through asset management, investment planning, tax planning, and other services tailored to your specific situation. It is not one strategy, but multiple strategies designed cohesively to meet your financial goals.

Understanding The Key Objectives

The key objectives include identifying your tax goals, such as a focus on investing or managing your tax bracket, and then drafting a strategy. From there, we coordinate with you to fulfill the main objective: managing your financial health through strategies and services. Our final objective, which then circles back to our initial objective, is to re-evaluate your wealth and continue working towards goal completion.

Helpful Resources

Virtual Controller

Virtual CFO vs. Controller: What’s the Difference?

As you’re growing your business, you’ll likely come to the point at which you need someone else to help handle your company’s finances.  There are several options for approaching this:  Hire a full-time CFO Hire a virtual CFO Outsource your