How It Works

Our Ideals at August Wealth Management

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. It is important to accept and appreciate how these differences can shape planning for the future.

What is consistent across client experiences is the care and attentiveness received by each client. After a comprehensive dialogue where we explore the financial condition of each client, an action plan will be implemented and progress reviewed on a regular basis.

Topics covered will include:

All planning and discussions will be conducted with the sensitivity that makes August Wealth Management unique and accessible to everyone. This type of relationship often begins with a specific question and expands from there, so please contact us and see how August Wealth Management can fit into your life.

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  • 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.'s Money section fielded a...  read more »

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