Our Approach

The foundation of the AGP Wealth Advisors client experience begins with the following beliefs:

Relationship – We believe relationships truly matter. The advisors with AGP Wealth Advisors have worked with many of our clients for over 20 years. We believe that having an enduring team helping investor's navigate each phase of their financial life cycle is an important component to long-term success. Our team approach allows AGP Wealth Advisors to deliver a consistent, continuous and personalized client experience.

Specialization – Providing solutions in each area of our clients’ financial lives is a paramount goal of AGP Wealth Advisors. A deep knowledge base, paired with a wealth of industry experience, allows us to provide timely and quality insight with an emphasis on financial planning. Each advisor’s focus in their particular area of specialization allows us to address the multitude of complexities within the financial universe to convey a comprehensive approach for each of our valued clients.

Implementation – AGP Wealth Advisors uses a Core/Satellite approach to portfolio construction. The Core consists of broadly diversified asset classes and is the foundation of our clients’ portfolios. The Satellite portion seeks to identify and invest in asset classes that are not directly correlated with the general stock market, including various types of alternative investments.

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Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Alternative investments involve substantial risks and are more volatile than traditional investments, making them more suitable for investors with an above average tolerance for risk.

Diversification can help protect against certain investment risks, but does not assure a profitor protect against loss.

Background and qualification information is available at FINRA's BrokerCheck website

 
 

Your retirement – a time of possibilities

Retirement can be a time of exciting possibilities. Will you have the income you need to support the interests and activities that are most important to you? I encourage you to watch this short video to learn about a new program that can help you feel more confident about your income in retirement.After you’ve watched the video, contact me and we can talk about how this program might be able to help you make the most of your retirement.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)