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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.