Comprehensive financial, health and life planning

We provide a tailored strategy that is comprehensive to your financial, health & life planning needs.

Our service is client-centric it evolves around your values, your goals and lifestyle.   

You are unique, your expectations and needs are specific only to you.

Imagine what your tomorrows will be like.

We are passionate about "Freedom of Choice", it is about "Getting a Good Value", it is about "Being Responsible and Upfront!". 

With more than 25 years of financial service experience, we understand that markets have risk. We are mindful that fees and taxes effect returns.

Each client have their own tolerance for risk. Our approach is quantiative; it is built on an academic framework. We model strategies based on your expectations.

We will partner with you to tailor and design a comprehensive strategy that compliments your values, goals and lifestyle.

The only way we can be a good steward of your wealth, help you reach your goals is by learning your personal priorities, family circumstances, and ultimate financial objectives. Our consultative approach is unique we build relationships that become lifelong partnerships.

You'll experience the Independence Wealth Management Process in stages.






We value relationships - we are unwavering to your long term success. Contact us so that we can be your partner and get you started on the right path to a successful life plan.

A G M Investment Group strives to help you identify your values, your goals and the lifestyle you desire. It all starts with "A comprehensive financial, health and life plan".

We can help you plan to succeed or you can fail to plan.

 "A commitment to people first"        

This website is full of free information. It is a tool to educate, inform and provide you with additional knowledge. The more informed you are, the more intelligent of a decision, the better your odds for a successful financial future.