Services Offered

Retirement Planning

Comprehensive strategies to manage and grow retirement accounts for a secure post-career life.

Investment Management

Expert oversight of investment portfolios with informed decisions to maximize returns and minimize risk.

Wealth Advisory

Personalized financial guidance tailored to individual goals for long-term wealth accumulation and protection.

Financial Consultation

One-on-one sessions to assess financial needs and develop customized plans for future security.

Account Monitoring

Continuous tracking and updates on investment performance to keep clients informed and engaged.

Reviews

5(3 reviews)

Rating Distribution

5

3

4

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2

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1

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Rating Distribution

5

3

4

0

3

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2

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1

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P

Peter Hsu

via Google

over 2 years ago

After my retirement in 2022, I was actively looking for a competent financial advisor to manage my retirement account. I am glad that I was able to hire Derek of Augustus Wealth as my financial advisor. He works deligently and always keeps me informed of key investment decisions on my account. Since he took over the management duty, the account has grown more than what I have expected. I am very happy to have Derek as my financial advisor and would not hesitate to refer him to my relatives and friends.

C

Chris Richey

via Google

over 2 years ago

Cannot find the words to express our appreciation and support of this organization. We have known Derek since he first started and have never been disappointed. Very professional always and extremely knowledgeable. Please support this great company.

D

Don Jergler

via Google

over 2 years ago

So glad our finances are in their hands. They give personalized service, but have a big firm sophistication.

AW

Augustus Wealth

Name: Augustus Wealth
Address: 3780 Kilroy Airport Way, Long Beach, CA, 90806, US
Telephone: (562) 270-0045
Price range: $$$
Rating: 5

Personalized Financial Strategies for a Secure Future

5(3 reviews)

$$$

Business

financial-advising

business-consultants

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About Augustus Wealth

Augustus Wealth is a premier financial advisory firm in Long Beach, CA, dedicated to providing expert guidance for retirement planning, investment management, and wealth growth. Led by Derek, our team offers personalized service with the sophistication of a large firm, ensuring clients achieve their financial goals. We specialize in helping retirees and individuals build and protect their assets with diligent, transparent strategies. Trust us to manage your finances with professionalism and care.