About Michael D. Aguas
Michael has spent nearly 30 years building teams of financial advisers in established financial services firms. His advisers are typically tax and accounting professionals who also want to help their clients with wealth management. He has trained his teams to specialize in overlooked sections of the tax code that could help business owners and individuals potentially lower their taxes and reduce risks. Michael routinely tours the country and speaks to groups of advisors, CPAs and tax professionals. More recently, he has been working with select accounting firms and finding large tax savings for their clients.
Michael is also a 3 time national racquetball champion and an avid martial arts enthusiast.
Strategic Alliances
We work closely with tax advisers who routinely bring their best clients to us. We want to ensure that our clients' strategies are in perfect alignment.
Independent Advice
Our focus is providing the best advice. The clients come first. We center our solutions on concepts and strategies. When financial products are necessary, we maintain our independence and choose what is best.
Creative Solutions
We realize that no two clients are identical. Our solutions reflect that. All proposals are uniquely tailored to our clients' preferences and needs.