Our Approach

Accumulating and managing personal wealth and finances in today’s ever changing political and economic environment can be complex, time consuming and at times overwhelming. Selecting a financial advisor should be easy. We are committed to understanding your situation, goals and preferences. We collaborate with you to develop a customized approach to help you pursue your financial objectives and the confidence that comes with financial security.

Our client relationships are the foundation of our success as a team. We are committed to understanding the financial needs and risk tolerance of clients. Whether you are accumulating wealth, converting the wealth you have earned into retirement income or planning for the transition of your estate and business interests, we can help provide you straightforward advice and information that may assist you in accomplishing your goals.

  • Resources to help you puruse your goals and objectives.
AGC Wealth Advisors Inc.

Aaron Cook

  • Advice Planning
  • Wealth Management
  • Tax Planning Strategies
  • Income Strategies
  • Research
  • Investment Analysis & Selection

Sylvia Perez

  • Client Service Management
  • Admin Management
LPL Financial:

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit lpl.com.

Strategic Partnerships

Client Strategic Partners

  • Your Tax Advisor
  • Your Business Consultant
  • Your Attorney

AGC Wealth Strategic Partners

  • Accounting
  • Business Management
  • Legal
  • Contracts & Documents
  • LPL Services & Support