Our Services

Comprehensive Financial Planning • Investment Management • Retirement Solutions
In-House Investment Management Expertise
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At Agarwood Wealth, we manage both equities and fixed income in-house.
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Unlike other firms, we have the expertise and experience to handle your investments directly.
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We have five distinct asset allocation strategies, followed by 100% custom built portfolios to each client.

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We have the freedom to select the best investment product available, ensuring choices that best fit specific client needs.
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This flexibility allows us to focus on lower-cost products with similar strategies, translating to client savings without sacrificing quality.
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Lower costs for clients paired with higher revenue retention for us, creates a win-win situation for everyone.
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Our model ensures clients receive high-value service at a lower cost, while still maintaining a sustainable business model.
Exclusive Client Access and Benefits
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Benefit from our proprietary research and exclusive investment insights with artificial intelligence support.
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Receive 100% custom portfolios tailored to your individual financial goals and risk tolerance.
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Comprehensive product offerings with competitive fees and superior service.

Backed by Proven Success
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Unparalleled Backing
Unmatched support from a multi-billion-dollar family office, including public and private research.
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Extensive Network
Extensive network of industry connections, providing unique investment opportunities and insights.
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Private Equity
Access to proprietary investment models and exclusive hedge fund and private equity deal flow.
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Advanced Tech
Access to cutting-edge technology and artificial intelligence tools focused on performance and transparency.
Client Services and Support
At Agarwood Wealth, we offer a comprehensive suite of services tailored to navigate the complexities of your financial landscape. From crafting bespoke investment strategies to ensuring your legacy endures for generations, our holistic approach addresses all facets of your financial well-being through in-house services and our professional services network. We blend meticulous planning with proactive risk management to secure your assets and amplify your wealth. Partner with us for a personalized service experience where your financial goals set the course.

Investment Strategy & Management
We craft investment strategies that resonate with your personal financial goals. Drawing upon a vast reservoir of knowledge and an independent and proprietary investment strategy, we equip you to invest with confidence and clarity.

Comprehensive Financial Planning
Your aspirations for today and dreams for tomorrow are our blueprint for action. Utilize financial plans with a personal roadmap, aligning with every stage of your life.

Estate and Generational Planning
Preserve your legacy with our expert network of estate planning services. A thoughtful approache ensure that your wealth transitions according to your wishes, providing peace of mind for future generations.

Tax Optimization
Navigate the complexities of taxation with our network of tax expertise. Proactive tax planning strategies aim to minimize your liabilities and maximize financial returns.

Philanthropy Advisory
Maximize the impact of your generosity with strategic giving. At Agarwood Wealth, we help you navigate the philanthropic landscape with efficient, heartfelt giving strategies that reflect your values.

Business Succession Planning
Transitioning your business is a pivotal moment. We're here to provide the financial insight and planning necessary to make this transition smooth and aligned with your personal financial strategy.

Your Dedicated Wealth Advisory Team
When you partner with Agarwood Wealth, you gain more than services; you gain a relationship. Our dedicated team works closely with you, ensuring a personalized service that considers your unique financial situation.

Risk Management & Insurance Planning
Navigate life's uncertainties and potential financial risks with our professional network of tailored insurance strategies to protect the wealth and security of you and your family.