Bend / Oregon / United States
At AGP Wealth Advisors we help our clients Accumulate, Grow and Protect their personal wealth. We specialize in working with Professionals, Business Owners and Alaska State Employees and Residents. To learn more click here. The foundation of the AGP Wealth Advisors client experience begins with the following beliefs: Relationship ” We believe relationships matter. Having an enduring team helps AGP Wealth Advisors navigate each phase of an investors financial life cycle and is an important component of long-term success. Our team approach allows AGP Wealth Advisors to deliver a consistent, continuous, and personalized client experience. Ongoing Specialized Advice ” Providing tailored solutions in each area of our clients financial lives is a paramount goal of AGP Wealth Advisors. Our extensive knowledge base allows AGP to provide timely, quality insight based on financial planning. Each of our team members specialization allows us to master the complexities of the financial universe and relay a comprehensive outlook to each of our valued clients. Implementation ” AGP Wealth Advisors uses a core-satellite approach to portfolio construction. The core consists of broadly diversified asset classes and is the foundation of our clients portfolios. The satellite portion seeks to identify and invest in asset classes that are not directly correlated with the general stock market, including various types of alternative investments. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
