Helping Our Clients
Solve the What Now, What If and What next.
Helping Our Clients Solve the What Now, What If and What next.
As a boutique financial and investment advisory firm, we take great pride in helping our clients navigate life’s what nows, what ifs and what’s next.
But, who exactly are our clients?
August Wealth Management clients represent a cross-section of Maine’s populous. They are goal-oriented professionals, small business owners and well-respected nonprofit groups who seek a trusted partner to help them plan their financial future with confidence.
Each of our clients comes to us with a diverse set of wants and needs, but in many cases they all seek to solve similar challenges, including, but not limited to:
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.