Ypsilanti, MI Office

AG Wealth Management serves individual and high‑net‑worth clients as well as retirement plans and corporate clients, offering investment management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm provides both ongoing portfolio management and discrete financial planning engagements, including newly offered hourly planning options.

Portfolios are constructed to client‑specific investment policy statements and guided by asset allocation, with analysis drawing on fundamental, technical, cyclical, and charting techniques; the firm generally manages accounts on a discretionary basis with regular quarterly reviews. AG Wealth also incorporates third‑party advisers for specialized solutions (for example, direct‑indexing providers) and documents ERISA fiduciary roles when serving plan sponsors.

Distinctive features include an affiliated accounting/tax business that provides tax‑preparation services to clients at no additional charge and a principal who also serves as a contracted planner for another advisory firm, creating formal ties to other advisers. Compared with many peers, the firm’s client mix and small roster of advisory relationships (two advisors and under twenty clients) support more hands‑on, customized planning and the firm discloses procedures to address potential conflicts arising from its accounting affiliation and external advisory relationships.