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Investment Management Services

As Unique as Our Client’s Needs

Diverse Investment Strategies

Your investment strategy is an extension of your overall financial plan. At August Wealth Management, we advise our clients on portfolio construction, asset allocation, and investment strategies as part of building a comprehensive wealth management plan.

While working together, we take the time to understand your objectives, risk tolerance, and other  external factors, like market conditions, then recommend a portfolio of investments to help you achieve your short and long-term goals.

When developing your customized investment strategy, we focus on diversifying your portfolio as a means of mitigating risk and improving your plans overall performance.

Once your investment strategy is set, we continuously monitor your portfolio and periodically review its performance with you to ensure it continues to align with your risk tolerance and objectives.

Is August Wealth Management a Good Fit for Me?

Over the years, we’ve identified three characteristics among those who benefit the most from working with us. We call them the Planners, Dreamers, and Doers. It’s important to note that in many cases, these traits overlap.

Planners

Our Planners are highly organized individuals who know a sound financial plan is a secret to long-term success. Most already have some financial plan, but they lack the experience of adequately navigating the nuances that come with a comprehensive wealth management strategy.

Dreamers

The Dreamers come to us because they already know their end game. Whether their goal is to buy a retirement home in Acadia, travel the world, or leave a legacy that their family can enjoy for years to come, they want to be sure they have the resources to live their best lives.

Doers

The Doers come to us because they are busy living their lives. More often than not, they are balancing their work/life responsibilities and don’t have the time or energy to devote to developing a comprehensive financial plan.

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