AGP Wealth Advisors: An Ameriprise private wealth advisory practice serving the Renton, WA area.

AGP Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

At AGP Wealth Advisors we help our clients Accumulate, Grow and Protect their personal wealth.

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

Relationship — We believe relationships matter. Having an enduring team helps AGP Wealth Advisors navigate each phase of an investor’s financial life cycle and is an important component of long-term success. Our team approach allows AGP Wealth Advisors to deliver a consistent, continuous, and personalized client experience.

Ongoing Specialized Advice — Providing tailored solutions in each area of our clients’ financial lives is a paramount goal of AGP Wealth Advisors. Our extensive knowledge base allows AGP to provide timely, quality insight based on financial planning. We believe each of our team member’s specialization allows us to master the complexities of the financial universe and relay a comprehensive outlook to 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.

The phrase Accumulate Grow Protect represents the AGP Wealth Advisors team mission and commitment as we strive to help you pursue your financial goals. We do this by helping you develop an investment plan based on your goals, providing recommendations we believe have potential for appropriate growth, and helping you ensure that you and your family are protected should the unexpected occur.

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 profit or protect against loss.

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