MEMBER FIRMS
Our Clients
Who We ServeThe A.I.D. Group helps individuals and families shape a legacy to stand the test of time. Our approach to financial planning, business transition and family office is personalized, comprehensive, and designed to reflect what matters most to you.
Our Approach
Designed To Reflect What Matters To You
Through customized and integrated wealth management, we help our clients manage life goals as well as financial objectives. 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
We seek to help family’s formulate and work towards their unique financial goals to provide a solid future for generations to come.
Family Offices
In coordination with other trusted advisors, our family office provides discerning families professional services delivered in a highly personal and completely customized way.
Business Owners & Executives
We work with business owners by addressing all of their financial and personal obligations, including maintaining business continuity and succession planning as well as helping their employees prepare for their own retirement.
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 or investment advisory firm. The A.I.D. Group and AGP are independent and not affiliated entities.
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Business Continuity Planning Summary & Disclosure
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