MEMBER FIRMS
TO GET WHERE YOU ARE TODAY, YOU HAD A PLAN.
To Get Where You Want To Be Tomorrow,
You Need a New One.
TO GET WHERE YOU ARE TODAY, YOU HAD A PLAN.
To Get Where You Want To Be Tomorrow,
You Need a New One.
Don’t Settle For Less
A New Financial Era All About Your Goals and Objectives
We recognize that your history, your goals and dreams for the future, are unique and personal, and because we are independent, we are free to help write the story that truly reflects your goals. If you’re looking to achieve the financial success you’ve always imagined, we know how to set a course.
Don’t Settle For Less
A New Financial Era All About Your Goals and Objectives
We recognize that your history, your goals and dreams for the future, are unique and personal, and because we are independent, we are free to help write the story that truly reflects your goals. If you’re looking to achieve the financial success you’ve always imagined, we know how to set a course.
Charge Forward
Personal Roadmaps Built Exactly To Your Needs
Our clients come to us with a variety of needs, questions, and challenges – Save for an early retirement, provide for your children’s education, keep your treasured vacation house in the family for generations. Regardless of the catalyst that led you to us, we listen closely to understand how you define success and create a financial strategy to help you flourish financially as you continue life’s adventure.
Our Specialties
You’re All Set. Get Your Comprehensive Financial Plan Today.
Investment Management
Retirement Planning
Insurance Needs Analysis
Debt Management
Cash Flow Planning
Estate Needs Analysis
Education Planning
Tax Planning
Business Succession
Our Clients
Who We Serve
Through customized and integrated wealth management, The A.I.D. Group helps individuals and families shape a legacy to stand the test of time. As experienced advisors and thought leaders in this arena, we understand the complexities that come with accumulating, preserving and transferring substantial wealth. By addressing the six dimensions of wealth – family continuity, strategic philanthropy, risk management, integrated planning, investment diversification and lifestyle enhancement – our approach empowers clients to make the most of their resources today, tomorrow, and beyond.
Individuals
We help individuals establish a holistic, long-term vision taking into account the financial, personal and social aspects of wealth.
Multigenerational Families
Family Offices
Business Owners & Executives
About Our Founder
A Dynamic Blend of Entrepreneurship and Passion
What Sets Us Apart
The A.I.D. Difference
Qualified Professionals
When you contact The A.I.D. Group, you will always work with a credentialed advisor. Our team’s ethical obligation to act in your best interest along with our knowledge and expertise of the industry, will guide the way towards your financial independence.
Objective Advice
At A.I.D, we aren’t focused on pushing specific products at the expense of your true needs and objectives; however, we believe in independence. Our model frees us from serving any agenda other than your financial success.
Personalized Attention
We understand that your success is the result of planning, determination and hard work. By personally assessing the financial challenges you face today, we follow a systematic process to help you pursue your future goals.
Qualified Professionals
When you contact The A.I.D. Group, you will always work with a credentialed advisor. Our team’s ethical obligation to act in your best interest along with our knowledge and expertise of the industry, will guide the way towards your financial independence.
Objective Advice
At A.I.D, we aren’t focused on pushing specific products at the expense of your true needs and objectives; however, we believe in independence. Our model frees us from serving any agenda other than your financial success.
Personalized Attention
We understand that your success is the result of planning, determination and hard work. By personally assessing the financial challenges you face today, we follow a systematic process to help you pursue your future goals.
Get In Touch
2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com
© 2023 A.I.D. Wealth Management, All rights reserved.
Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.
Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.
The A.I.D. Group is not a registered broker-dealer. The A.I.D. Group and AGP are independent and not affiliated entities.
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Business Continuity Planning Summary & Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.