AG Wealth Management, PLLC

AG Wealth Management is a boutique fiduciary wealth management and financial planning firm in New York City, NY. We provide personalized financial planning and investment management services to individual and small businesses. Our core belief is that age, career stage, and portfolio size shouldn't limit you from getting access to financial advice, this is why we have no minimum on assets and work with clients ranging from recent graduates to retirees, both locally and virtually.