top of page
AdobeStock_87183453.jpeg

WELCOME TO

AUGUST WEALTH ADVISORS

OUR MISSION

We work with you as fiduciary, to provide transparent financial advice, custom plans, and a bespoke portfolio just for you.  To build on your success, to confidently navigate the volatility of markets and life, we put your money to work as we seek to achieve your goals.

“

If we command our wealth,
we shall be rich and free.
If our wealth commands us, we are poor indeed.

​

— Edmund Burke
 

​

OUR PROCESS

We act as Independent Fiduciary Advisors with our strategic partners in investment, tax, estate, trust, and insurance to develop bespoke plans for select clients with shared ideals. Our compensation is aligned completely with your best interest in mind, and we commit to a proactive process to ensure your complete confidence and satisfaction.
ring.png

ABOUT US

DSC_6381.jpg
Joseph Cardello created August Wealth after a life altering event. His mission became clear:  to use life experiences, strategic relationships, financial knowledge, and wisdom gained to help guide others.  Our motivation is the gratification we feel when we help you achieve greater success in life. August Wealth cultivates a culture based on experience and knowledge in investment management, problem solving, and love of relationships, with a desire to serve others. We seek to provide a better way of building and managing wealth with efficiency, honesty and transparency.

STRATEGIC PARTNERSHIPS

In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you.

​

August Wealth Advisors offers investment advisory services through Stratos Wealth Advisors LLC.  Stratos Wealth Advisors is a SEC registered investment advisor.  More information about Stratos Wealth Advisors LLC can be found at www.stratoswealthadvisors.com.

August Wealth and Stratos Wealth Advisors maintain your assets safely and securely at third party, independent custodians. 

BACK TO TOP

aw_logo_w_side.png

August Wealth Advisors, LLC

51 Riverside Avenue, First Floor

Westport, CT 06880

Phone

Toll free : 800 985 9477

Direct: 916 461 9451

  • Facebook
  • Twitter
  • LinkedIn
IMG_9842.JPG

 © August Wealth Advisors, LLC. 

​

 

​

FORM CRS

 

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and August Wealth Advisors are separate entities.


August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.

​

Stratos Wealth Advisors, LLC (“IA Firm”) is an SEC registered investment adviser located in Beachwood, Ohio.  August Wealth operates as a DBA branch of IA Firm. A copy of the IA Firm’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthadvisors.com.


IA Firm may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  IA Firm’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of IA Firm’s web site on the Internet should not be construed by any consumer and/or prospective client as IA Firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by IA Firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of IA Firm’s current written disclosure Brochure discussing IA Firm’s business operations, services, and fees is available from IA Firm upon written request.  IA Firm does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to IA Firm web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
 
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by IA Firm), will be profitable or equal any historical performance level(s).
 
Certain portions of IA Firm’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, IA Firm (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from IA Firm, or from any other investment professional.  IA Firm is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

​

Each client and prospective client agrees, as a condition precedent to his/her/its access to IA Firm’s web site, to release and hold harmless IA Firm, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from IA Firm.

​

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

​

​

​

​

bottom of page