Who We ServeSpecialized Guidance, Tailored to You.
Who We Help Assisting People From
All Walks Of Life
At AG Wealth Advisors, think of us as your Adventure Guide on the journey toward financial success and an independent retirement. Together, we’ll navigate the twists and turns of tax planning, investment strategies, risk management, and wealth preservation in pursuit of your ultimate destination, a retirement that reflects your dreams and values.
Every great journey starts with a solid plan, and that’s why we say, 'Let’s Plan On It.' Let’s chart a course that gives you confidence and clarity as we move toward your financial goals.
Pillar 07Athletes &
Entertainers.
From NIL to endorsements, and everything in between, we help you preserve today’s income and build tomorrow’s legacy.
We deliver specialized wealth planning and global resources tailored to athletes, artists, and entertainment professionals. Our focus is simple: clarity, preservation, and long-term confidence as your career and income evolve.
Included Services
NIL deals and endorsements arrive fast, are taxed differently across states, and often come without withholding. We help you set aside what taxes require, structure the rest for the long term, and build habits that turn a windfall into lasting wealth.
When income arrives in bursts—a signing bonus, a tour, a contract year, budgeting looks different. We build a personal “salary” system from variable earnings, so lean seasons are covered and peak seasons build your future rather than inflating your lifestyle.
High visibility can mean high exposure. We coordinate liability coverage, account structures, and a vetted professional team designed to help protect your earnings from lawsuits, bad actors, and pressure from your inner circle, so what you’ve earned stays yours.
Your income won't look like this forever. Careers in sports and entertainment are often short; the money must last decades longer. We project your earnings window, define what “enough” looks like, and build an investment and income plan for the life that comes after the spotlight.
The work that doesn’t fit in a box. Coordinated by us, executed seamlessly for your family.
- Agent, CPA, and attorney integration
- Career transition and post-playing planning
- Business and brand venture oversight
- Concierge support for the day-to-day
- Annual financial leadership for your family
One injury, one lawsuit, one accident can undo everything. We make sure you’re protected so that doesn’t happen.
- Disability insurance review and structuring
- Life insurance for income replacement
- Umbrella and personal liability coverage
- League benefits coordination and optimization
- Privacy, identity, and asset protection
Pillar 08
Tech Industry
Employees.
Working in tech can be stressful. Because of a unique compensation structure, stock options, cash bonuses, RSUs, ESPPs, DCPs and IPOs, we can tailor investment strategies and financial plans to align with the unique needs and volatility of the tech industry, ensuring optimal growth while minimizing tax consequences. Comparing job offers and vesting schedules also helps you gain control over your finances.
A sample of employee companies helped - 3M, Dell, Lockheed Martin, Raytheon, Apple, Intel, Oracle and Microsoft.
Included Services
RSUs, ISOs, and NSOs are each taxed differently, and missteps can trigger surprise bills, including AMT. We map your grants and vesting schedule, plan sales around your tax brackets, and integrate equity decisions into your broader financial picture.
An employee stock purchase plan discount can be some of the most accessible value in your compensation package, if handled correctly. We help you decide how much to contribute, when to sell, and how qualifying versus disqualifying dispositions affect your taxes.
An IPO, tender offer, or acquisition can change your finances overnight. We help you prepare before the event, evaluating 83(b) elections, exercise timing, and lockup expirations—so decisions are made from a plan rather than adrenaline.
When one company pays your salary, bonus, and equity, your financial life is concentrated in a single ticker. We build tax-aware diversification strategies, staged sales, charitable gifting, and more, designed to reduce that risk without triggering an avoidable tax bill.
We build an annual tax projection so you know roughly where you'll land well before the year ends, not after it's too late to do anything about it.
Pillar 09Business
Transitions.
Starting with the company structure and key employee identification, we look to create value. Customized exit plans built around your personal and financial goals, pre-and-post transactions. We’ll work to secure your family’s legacy and financial future using both tax-efficient estate planning and wealth transfer strategies. Are you exit ready?
Included Services
You can’t negotiate well without knowing what your business is worth, and what drives that number. We help you understand key value drivers, address the weaknesses buyers will find, and prepare the business to support the valuation you’re seeking.
The best exits are planned years in advance. Whether you envision a sale, a family transition, or an employee buyout, we help you clarify your goals, prepare the business, and build the roadmap to leave on your terms.
We coordinate with either with our CPA and attorney or yours on deal structure, installment options, and charitable strategies designed to help you keep more of the proceeds after the ink dries.
A successful sale converts your life’s work into investable wealth, then the real planning begins. We help you turn proceeds into reliable income, transfer wealth to the next generation tax-efficiently, and define what your post-business life looks like.
Pillar 10
Pre-Retirees &
Retirees.
Retirement brings interconnected decisions involving income, investments, taxes, Social Security, Medicare, and employer benefits.
Our G‑Force™ planning process helps you define your Goals, understand what you have Gained, create a strategy for continued Growth, and receive ongoing Guidance as retirement unfolds.
Together, we turn your accumulated resources into a coordinated plan for the retirement you envision.
Included Services
Turning savings into a paycheck is a different discipline than accumulating it. We sequence withdrawals across taxable, tax-deferred, and Roth accounts, coordinate Social Security and pensions, and build an income plan designed to last as long as you do.
Required minimum distributions at age 73 can push you into higher brackets and raise Medicare premiums. We evaluate multi-year Roth conversion opportunities in your lower-income years, aiming to smooth your lifetime tax bill rather than letting the IRS set your schedule.
Healthcare is one of retirement’s largest and least predictable expenses. We help you plan for coverage before 65, navigate Medicare enrollment and IRMAA surcharges, and weigh long-term care options before a health event makes the decision for you.
Leaving an employer means decisions about your 401(k), pension elections, stock plans, and insurance, many of them irreversible. We help you bridge company benefits into your personal plan so nothing valuable is left behind or forfeited on your way out.
A legacy is more than assets, it’s values, opportunities, and security for the people you love. We help you plan multi-generational wealth transfers, education funding for grandchildren, and charitable commitments that reflect what matters most to you.
Pillar 11Individuals &
Families.
We believe that no matter what living a wealthy life means to you , maximizing your happiness begins with taking control of your financial life to investing your wealth and to free up your time. We help set up education savings plans for children and grandchildren. Enjoying retirement to its fullest may mean having a long- term care policy in place to protect the plan from failing.
Included Services
What does living a wealthy life mean to you? We start there, then build a plan connecting your income, savings, investments, and protection to the milestones that matter: a home, a career change, financial independence, and everything in between.
College costs keep climbing, but starting early puts compounding on your side. We help you fund 529 plans for children and grandchildren, coordinate contributions with gifting strategies, and keep education goals from crowding out your own retirement.
A long-term care event can quietly unravel an otherwise solid retirement plan. We help you compare traditional policies, hybrid life/LTC solutions, and self-funding approaches, so care for one spouse doesn’t come at the expense of the other’s future.
Life changes faster than policies do. We periodically review your life, disability, and liability coverage against your current income, family, and obligations, identifying gaps, trimming coverage you’ve outgrown, and helping confirm your beneficiaries reflect your wishes today.
Comprehensive Family Office Services for Ultra-High-Net-Worth Families
Helping UHNW and multi-generational families streamline decision-making, safeguard wealth, and ensure continuity for future generations.
Contact Us Let’s Plan
On It!
Take the first step towards preparing for your family’s future by booking a free initial consultation with us today.