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.