Business Details
9 Years
experience
Your Trusted Financial Planning Partner in New York
AG Wealth Management was founded in 2017 with a clear mission: to provide objective, client-first financial guidance to equity-compensated tech professionals and small business owners. As a fiduciary fee-only firm, we prioritize your financial interests above all else, operating with complete transparency and without sales commissions or broker-dealer relationships that could compromise our advice. Our founder, Asad Gourani, brings deep expertise as a CERTIFIED FINANCIAL PLANNER professional with 6,000+ hours of practical experience and an Enrolled Agent admitted to practice before the IRS, ensuring comprehensive tax and financial planning capabilities. We combine cutting-edge financial technology with personalized service, offering proprietary tools like FinMetricsa 12-key-performance-indicator systemto track client progress and optimize decision-making.Our commitment to excellence has earned recognition as a Financial Planning magazine 2021 Rising Star, and we maintain professional affiliations with the National Association of Personal Financial Advisors and XY Planning Network. Whether you're navigating complex equity compensation structures or seeking retirement plan solutions for your business, our five-step planning process ensures strategic, data-driven recommendations tailored to your unique circumstances.
Services
Financial Planning
Investment Management
Tax Preparation
Retirement Plans
Equity Compensation
Cash Flow Planning
Risk Management
College Planning
Small Business Planning
Portfolio Review
Details
- Year established: 2017
Highlights and features
- Certified Financial Planner with 6,000+ hours of financial planning experience
- Fiduciary fee-only advisor with no sales commissions or product incentives
- Enrolled Agent with comprehensive tax representation credentials before the IRS
- Proprietary FinMetrics system tracks 12 key financial performance indicators
- Specializing in equity compensation strategies for tech professionals
Services
Financial Planning
Our comprehensive financial planning service creates personalized strategies that address all aspects of your financial life. Using advanced technology and proprietary FinMetrics analysis, we develop customized roadmaps that optimize cash flow, reduce tax liabilities, and align investments with life goals. Our CFP professionals provide ongoing guidance through every career and business stage.
Investment Management
We construct diversified investment portfolios based on decades of academic research and risk premium exposure analysis. Our rules-based approach eliminates emotional decision-making while continuously monitoring holdings for optimal risk-return profiles. Clients receive personalized asset allocations matched to their specific financial objectives and tax situations.
Retirement Plans
Specializing in retirement plan solutions for business owners, we help establish and optimize 401(k), cash balance, and profit-sharing plans. Our expertise includes fiduciary guidance, investment selection, and employee benefit optimization while maintaining tax advantages for both employers and team members.
Equity Compensation
We specialize in managing complex equity compensation packages including RSUs, ISOs, and ESPPs. Our strategic approach maximizes value while minimizing tax implications, integrating stock compensation into comprehensive wealth plans that align with long-term financial objectives and risk management parameters.
Tax Preparation
Through our sister company AG Tax Advisors, we provide professional tax preparation and consulting services with a discount for wealth management clients. Our Enrolled Agent professionals handle complex tax situations while coordinating directly with financial planners to implement tax-efficient investment strategies.
People
Asad Gourani
Founder & CEO
CFP professional with 6,000+ hours of financial planning experience and Enrolled Agent credentials from the IRS. Financial Planning magazine's 2021 Rising Star recipient specializing in equity-compensated tech professionals and small business owners.
Maya Sobottka
Executive Assistant
Detail-oriented operational expert managing day-to-day operations and marketing initiatives. Brings organizational precision and creative strategy execution to support client service delivery and business growth.
Questions
What specific services do you offer for tech professionals?
We specialize in equity compensation strategies for RSUs, ISOs, and ESPPs, integrated with comprehensive financial planning that addresses tax optimization, investment management, and long-term wealth accumulation tailored to tech industry specifics.
How do you work with small business owners?
We provide tax-efficient business planning, retirement plan design, payroll optimization, and personal financial strategies for entrepreneurs, helping align business success with personal financial goals through coordinated wealth management solutions.
What makes your financial planning approach different?
Our proprietary FinMetrics system tracks 12 key performance indicators while combining CFP® expertise with behavioral finance insights, delivering data-driven recommendations through a fiduciary, fee-only framework without product sales incentives.
Do you offer investment management services?
Yes, we construct diversified portfolios using evidence-based investment principles, implementing strategic asset allocations and risk premium exposures while continuously monitoring holdings through disciplined, emotion-free rebalancing processes.
How are you compensated for your services?
We operate as a fiduciary fee-only advisor with transparent pricing models, receiving no commissions or third-party incentives. Our compensation structure aligns with delivering objective advice focused entirely on client needs.
What locations do you serve?
While based in New York City, we serve clients nationwide with virtual capabilities, providing customized financial solutions for equity-compensated professionals and business owners across the United States.
Reviews (6)
Jad Elkhatib
Jan 02, 2022
Report
Positive:Professionalism
Asad has always given us great guidance whenever it was needed. Highly recommend!
Asad has always given us great guidance whenever it was needed. Highly recommend!
Santiago Castillo
May 30, 2021
Report
Positive:Professionalism,Quality,Value
Asad is great. Hes very patient and very knowledgeable about not only investment, but also taxes and many other things. Very professional and wealth management plans catered to individual needs. Highly recommended!
Asad is great. Hes very patient and very knowledgeable about not only investment, but also taxes and many other things. Very professional and wealth management plans catered to individual needs. Highly recommended!
Adam Geller
May 21, 2021
Report
Positive:Professionalism,Quality,Responsiveness
Great wealth manager. He has great insights on the market and offers deep and customized financial planning given his knowledge in the retirement and tax system.
Great wealth manager. He has great insights on the market and offers deep and customized financial planning given his knowledge in the retirement and tax system.
Sam B.
May 18, 2021
Report
We're glad we found Asad and AG Wealth Management. Asad is everything you want in someone advising you on your finances: honest, patient, and incredibly smart. We love his comprehensive approach where he integrate investments, taxes, and retirement under one umbrella. Highly recommend!
Walid Kayali
May 17, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Asad is an excellent, trustworthy financial advisor who really takes the time to look into your unique life situation and provide a personalized financial plan that makes sense for your situation. Would highly recommend!
Asad is an excellent, trustworthy financial advisor who really takes the time to look into your unique life situation and provide a personalized financial plan that makes sense for your situation. Would highly recommend!
Kamahl Shehadeh
Feb 14, 2021
Report
Positive:Professionalism,Quality
Excellent experience, Asad is really knowledgeable and easy to work with. He really provides comprehensive advice beyond investment only. Highly recommend.
Excellent experience, Asad is really knowledgeable and easy to work with. He really provides comprehensive advice beyond investment only. Highly recommend.
