A complete list of active advisors currently associated with Augeo Wealth Management
Warmer can help you find a great advisor at Augeo Wealth Management or one who fits your needs even better.
Augēo Wealth Management is a newly formed, fee‑only investment adviser that serves primarily high‑net‑worth individuals and families, pre‑retirees and retirees, small business owners, and trustees. The firm offers integrated comprehensive wealth management (combining financial planning and investment management), discretionary and non‑discretionary portfolio management, and standalone fixed‑fee financial planning engagements. The firm's investment approach is fundamental and long‑term, drawing on macroeconomic and fixed‑income analysis to build diversified, tax‑efficient portfolios using ETFs, individual securities, and bond laddering where appropriate. For suitable clients Augēo may allocate to alternative and real‑asset exposures — including publicly traded REITs, commodity ETFs, TIPS, and, in limited circumstances, interval funds or non‑listed vehicles such as non‑traded REITs or private credit — with clear disclosures of liquidity, valuation, and interest‑rate risks. Noteworthy aspects disclosed in the brochure include a published standalone fixed‑fee schedule for financial planning and the explicit integration of planning services into the AUM relationship, an expanded alternative‑investment policy that permits limited use of non‑listed vehicles for eligible clients, and Massachusetts‑specific privacy and opt‑in procedures for sharing non‑public personal information. The firm reports no assets or clients to date as a newly established state‑registered adviser, operates strictly on a fee‑only fiduciary basis with no insurance brokerage or commission activity, and provides annual written performance reports and elder‑client protocols as part of its client service framework.
To learn more about the advisors currently working at Augeo Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westwood, MA
| 19
|
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