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Estate Planning

Control Your Wealth and Leave a Legacy

Building your estate is one thing. Protecting your estate so it can be passed onto your heirs is another. If you have a vision for the future – and how you want it to become a reality– the surest way to protect that vision is to develop a comprehensive estate plan.

A carefully crafted plan can carry out your wishes for your family, your beneficiaries, your business, and your favorite charities.

Working alongside your Estate Planning Attorney, we can implement an investment strategy that considers both planned and unplanned events that could impact your wealth.

At the end of the day, we are here to ensure that your wishes are carried out as you intended.

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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