How It Works

Our Ideals at August Wealth Management


August Wealth Management is built on a staggeringly simple idea that is lost on many in this industry which is, to provide sound, purpose-based advice on a client by client basis. There is no “one size fits all” philosophy that can be applied to multiple clients. Each of us brings our own set of highly unique hopes and fears, needs and wants, and strengths and weaknesses to our financial lives. It is important to accept and appreciate how these differences can shape planning for the future.

What is consistent across client experiences is the care and attentiveness received by each client. After a comprehensive dialogue where we explore the financial condition of each client, an action plan will be implemented and progress reviewed on a regular basis.

Topics covered will include:

All planning and discussions will be conducted with the sensitivity that makes August Wealth Management unique and accessible to everyone. This type of relationship often begins with a specific question and expands from there, so please contact us and see how August Wealth Management can fit into your life.

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Retirement Seminar

Coming up soon, on May 22nd at 6 PM in Old Orchard Beach, I'll be running a retirement income seminar.   During this seminar which is expected to last roughly an hour, we’ll cover the following topics and more: My personal and professional background What are your...

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Schedule a Meeting

Going back and forth with dates and times can be exhausting.  I've added a new tool to my website that will allow you to pick an appointment that works for you and to indicate where you'd like to meet.  Take a look here and book an appointment to chat anytime.

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A Fresh Look

Big news!!  We've got a brand new website.  You'll find a far more smooth and organized layout.  This new site is also a mobile responsive site.  This means that it will reorient itself when you view it on a phone or tablet.  At the bottom of each page, you'll find a...

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