About August Wealth

August Wealth Management is built on a staggeringly simple idea that is lost on many in this industry which is, to provide sound, purpose-based advice on a client by client basis. There is no “one size fits all” philosophy that can be applied to multiple clients. Each of us brings our own set of highly unique hopes and fears, needs and wants, and strengths and weaknesses to our financial lives. Learn more »

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Community Involvement

Enhancing one’s community is a privilege that we all have the opportunity to enjoy.
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News

  • After a very long time, a move was in the cards. Come see our new office spaces at 66 Pearl Street, Suite 310 in Portland. More space, a better set-up, and a great location. We hope you'll like it. read more »
  • Many of us are parents and we have visions of a wonderful life for our children.  As they grow, there are times where we want to assist them financially.  Time.com's Money section fielded a...  read more »
  • You need to work with a CFP(R) Professional for your financial planning and investment needs.  After all, we taught this guy his moves.  See this video for more.    read more »

How do I save for retirement

What do I do with my old 401(k)

I don’t think I’ve given my future planning the attention it needs

Do I need this many accounts

Should I think about long term care insurance

I think my parent needs better care as they age

When do I refinance my mortgage

How often should I review my will

I don’t know if I’m on the right track

How does a trust insulate the beneficiaries of my estate

How often should I review my will

Why would I need a trust

I don’t think I’ve given my future planning the attention it needs

I feel lost in preparing for retirement

Why should I contribute to my employer’s retirement plan

Are there ways to reduce the tax impact of my investments

What do I do with my old 401(k)

How do I address the topic of aging with my children

What investments are best for me

Why do I care about being diversified

How do I address the topic of aging with my children

I am concerned about my parent’s safety while living at home

How does a trust insulate the beneficiaries of my estate

I want to make a gift to a charity

When do I refinance my mortgage