The August Wealth Management Group

About Our Firm

At the August Wealth Management Group, we believe that significant wealth requires financial acumen, logical innovation, investment management, outcome-based planning, and intellectual capital. We strive to offer all of these qualities and elements to our clients, acting as a supportive and empowering force that motivates them to achieve their objectives. Our approach is results-driven, and we tailor each financial plan and decision to help you achieve the lifestyle you desire.

Premier Service with Exclusive Access

1% Private Wealth is a division of The August Wealth Management Group that provides tailored financial solutions to ultra-high-net-worth individuals. We understand that significant wealth comes with a unique array of options and opportunities. With vast experience managing notable quantities of funds, our team is well-versed in the needs of the uber-wealthy and has acquired significant expertise in identifying and offering select product and investment opportunities that may not be available elsewhere, allowing our clients the ability to secure the lifestyle they both desire and deserve.

Corporate Retirement:

At our firm, we assist our clients in fulfilling their ERISA fiduciary obligations, and we advise plan sponsors on the most effective ways to shield themselves from personal and corporate financial liabilities while ensuring that their 401(k) plan is managed, monitored, and analyzed. We empower plan participants to establish and monitor their retirement options and plan assets then assist them in navigating professionally managed investments that are suitable with their requirements and long-term goals.

Our Corporate Retirement Services Include:

1. Plan Design, Implementation, and Ongoing Support

2. Investment Selection, Monitoring, and Oversight

3. Plan Sponsor and Employee Education

4. Financial Planning for C-Suites and Executives

5. Compliance and Regulatory Support

6. Ongoing Support and Consultation

7. Business Valuation