Helping Mainers Build and Manage Wealth
Welcome to August Wealth Management
August Wealth Management is a Portland-based financial advisory and investment management firm dedicated to helping Mainers build and maintain long-term wealth.
Established in 2011, our firm was founded on a simple idea – providing sound, purpose-based financial advice on a client-by-client basis.
As Certified Financial planners (CFP) and fiduciaries, we take great pride in providing customized financial plans and investment strategies that address our clients’ unique and ever-changing financial situations.
At our core, we strive to give our clients peace of mind and help them live their best lives by providing sound, unbiased advice focused on meeting their goals and objectives.
However You See Your Tomorrow, the Best Time to Plan for It Is Today.
Comprehensive Financial Management
Our thoughtful financial planning and portfolio construction services offer our clients a clear path forward and allow them to make better decisions on the path to accomplishing their life’s goals.
Objective Investment Management
As a fiduciary, we provide objective investment advice and portfolio management tailored to meet your unique financial goals.
Significant Life-Event Strategies
Throughout your life, you will undoubtedly experience your share of highs and lows. Our life-event strategies help protect your wealth so you can focus on navigating whatever life throws at you with confidence.