Wealth Management

Overview

Whether you’re embarking on investing for the first time, or you need an experienced wealth management team to assist with a complex financial situation, AG FinTax’s financial experts can help.

We can advise you on the best way to grow and protect your assets, as well as provide hands-on management for your portfolio, trust, or other investment vehicles.

The Benefits of Outsourcing Wealth
Management Services:

How to know when it’s time to work with a wealth management firm?

What You Get When You Outsource With AGFintax

Services we offer:

How To Know If Outsourcing Your Wealth
Management Is The Right Call:

Expert Planning With Wealth Managers And Financial Advisors

Wealth managers and financial advisors are specialists with certified credentials, so they provide a lot of financial knowledge to taxpayers. This means an expert’s plan for your wealth management will be rooted in experience and expertise, increasing the value of your financial strategies.

Understanding How Wealth Management Works

Our experts work with you to meet goals through asset management, investment planning, tax planning, and other services tailored to your specific situation. It is not one strategy, but multiple strategies designed cohesively to meet your financial goals.

Understanding The Key Objectives

The key objectives include identifying your tax goals, such as a focus on investing or managing your tax bracket, and then drafting a strategy. From there, we coordinate with you to fulfill the main objective: managing your financial health through strategies and services. Our final objective, which then circles back to our initial objective, is to re-evaluate your wealth and continue working towards goal completion.

Helpful Resources

Section 199A

2020 Last-Minute Section 199A Tax Reduction Strategies

With all that’s happened in 2020, it’s easy to forget about your Section 199A deduction.

You may remember that the Tax Cuts and Jobs Act (TCJA) gave many pass-through businesses the Section 199Adeduction as a no-effort, do-nothing 20 percent tax deduction based on defined business income.

Does the stimulus check affect individual taxes?

The tax deadline is swiftly approaching and with it, a need to get all of your financial affairs in order. But this year is different from the last. This year, American taxpayers are considering how their stimulus checks might affect their tax bills. 

How To Apply For The Restaurant Revitalization Fund

No one needs to tell those in food and beverage how much the restaurant industry has been hurt by the COVID-19 pandemic. Due to social distancing measures and out of an abundance of caution to prevent virus spread, dining out