AGW Capital Advisors is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.
AIF – Accredited Investment Fiduciary
CFA – Chartered Financial Analyst
CFP – Certified Financial Planner
CIMA – Certified Investment Management Analyst
CPA – Certified Public Accountant
CRPC – Chartered Retirement Planning Counselor