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AGH Wealth Management Banner

AGH Wealth Management

CPA and advisory firm AGH helps clients build and preserve wealth through a wide range of strategies for organizations and individuals. Affiliate AGH Wealth Management offers complementary resources – a team of professionals that helps organizations and individuals preserve and protect wealth, backed by a national investment firm with research and analytical tools and a full-time commitment to understanding the most current market environment, trends, strategies and tools.

AGH Wealth Management serves two primary audiences:

  • Employers looking for professional investment advisors for their retirement plan funds
  • Individuals seeking a financial professional to help them map out and work toward their personal and financial goals

Qulaified Retirement Plans

Managing investment options as a retirement plan sponsor requires an in-depth understanding of fiduciary responsibility, competitive fees, and investment performance for thousands of options, along with the ability to match those options with the employer’s employee population. AGH Wealth Management’s professionals draw on the backing of a national investment firm with research and analytical tools and a full-time commitment to understanding the most current market environment, trends, strategies and tools. The group’s services for retirement plan sponsors related to investment management include:

  • Accepting ERISA 3(21) and 3(38) fiduciary responsibility; the level of responsibility depends on scope of services
  • Group and one-on-one employee enrollment and education meetings, including participant-level investment advice.
  • Independent, open-architecture investment advisory services to plan sponsors
  • Low-cost advisory fees – utilizing both active and passive strategies, mutual funds, ETFs and common collective trust funds with full fee transparency
  • Plan provider benchmarking and design optimization services
  • The ability to work with independent recordkeepers or bundle asset management with AGH recordkeeping

Individuals

For individuals, keeping watch on investments in a way that aligns with personal goals and needs can be both time-consuming and stressful – especially if you lack the tools, time, knowledge or interest in doing so. Laying the foundation for a comfortable retirement requires an ongoing commitment of time and capital. Additionally, as an investor’s risk tolerance, time horizon, liquidity needs and objectives change over a lifetime, the investments portfolio should reflect those changes. Fortunately, your capital combined with AGH Wealth Management’s time, resources and guidance is a powerful partnership.

Services related to investment management include:

  • Active fee-based management
  • Certified Financial Planning™
  • Concentrated position planning
  • Non-traditional investing strategies
  • Overall financial analysis
  • Personalized strategic planning

To learn more, about AGH Wealth Management, visit their site here.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC. Advisory services offered through AGH Wealth Advisors, LLC, a registered investment advisor. AGH Wealth Advisors, LLC, and AGH Wealth Management are separate entities from LPL Financial.

Group Leader

Brad Bechtel

President,
AGH Wealth Management
Brad Bechtel leads the AGH Wealth Management team, a group of specialized professionals with broad experience in investment management, cash management, risk management, estate planning, retirement planning, and tax planning. As president of AGH Wealth Management, Brad oversees all services provided through financial consultants and serves as the branch manager and principal for LPL Financial. With nearly 30 years in financial and professional services, Brad brings multi-faceted expertise in building individual and corporate wealth to AGH Wealth Management. He is a registered investment advisor with Series 7, 24 and 66 registrations.

Brad joined the AGH family of entities in 1996, where he developed and grew an employee benefits services division into one of the region’s largest retirement plan recordkeeping providers. He is well-versed in executive compensation planning involving non-qualified plans, such as phantom stock plans, top hat plans, excess benefit plans and other deferred compensation approaches. He has served as consultant to numerous Fortune 500 corporations in the area of investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans.

A graduate of the University of Nebraska-Lincoln, Brad received his bachelor’s of science degree in finance and graduated with the highest distinction from the Keller Graduate School of Management with a master’s of business administration degree.
Brad Bechtel
Brad Bechtel