Our wisdom is greater than our knowledge

We spend more time than you do focused on your finances. And that’s exactly the way it should be.
We are with you through every life change and unpredicted event, standing ready with responsible planning, advice and support.

As your trusted advisor, we take the burden of financial responsibility off your shoulders. By applying our institutional knowledge and resources, we give you a deeper level of experience and due diligence to build a legacy you and your family can be proud of.

Your Personal Chief Investment Officer

Managing your wealth and protecting your assets is more complex than ever in today’s market. That’s why it’s important for you to have a financial advisory team invested in helping you reach your goals through a personalized, tax-sensitive approach.

As your Personal CIO, we never take our eyes off the big picture while keeping track of all the little details. We design investment strategies around diversification and attractive risk-return metrics to keep your money working hard for you.


Navigating the connection between finances, family and quality of life is often rife with challenges.

Our total outsourced solution provides you with expert financial coordination and wealth management. And brings clarity to your financial future.

Through multigenerational planning, we help optimize your family’s capital, establish a governance and continuity plan and educate the next generation on wealth management.

We’re your single point of confidence.

We work shoulder-to-shoulder with your team of tax, legal and insurance advisors to make sound, strategic decisions.


Ready to discuss your financial goals?

Get connected to an AGW advisor.