AG Wealth Management

AG Wealth Management is a fee-only financial planning firm that focuses on equity-compensated tech professionals, including people with RSUs, ISOs and ESPPs. Its work covers financial planning, investment management, retirement and early retirement planning, and in-house tax preparation through AG Tax Advisors.

The firm is paid only by clients, not through commissions or product incentives, and it works with a small number of clients at a time. Planning is ongoing, with check-ins timed to vesting and exercise events. Prospective clients start with a discovery call at no cost. The office is at 199 Water Street in New York City.