Who Is Sean K. August?
Sean K. August is an American Businessman, Financier, And Author. In 2019, he founded The August Wealth Management Group. His firm has a wide array of clientele ranging from high net-worth individuals, businesses, and renowned institutions. As CEO, his responsibilities range from firm oversight and financial planning to investment plan design and portfolio management for his longstanding clients. In the past, Sean managed assets at some of the largest financial institutions in the world, where he was able to successfully draw on the insights and experience of some of our country’s preeminent wealth managers.
Sean began his career on Wall Street as a Stockbroker at National Securities Corporation. Thereafter, he moved to J.P. Morgan where he saw a meteoric rise as a Stockbroker and Business Specialist. His notable performance earned him multiple awards and recognition for the following: #1 in the market, #5 in the region, and National Sales Achiever. Shortly after, he worked at Morgan Stanley as a Wealth Advisor and Financial Planning Specialist, based out of their global headquarters in Purchase, New York.
For many years, Sean aspired to be part of a firm that, much like himself, assigned a great degree of importance to morals and ethics. To break away from the traditional culture of corporate politics and conspiratorial maneuvering, he started The August Wealth Management Group, a client-focused firm, with a unique concentration on shared entrepreneurial endeavors, psychological well-being, and financial freedom. Sean has spent his career preserving and growing wealth for individuals, families, and corporations alike. His vast experience and thorough understanding of financial markets have enabled him to help his clients develop an effective overall financial strategy along with managing and integrating their investments, tax, and estate planning into a comprehensive financial plan. Sean places significant value on teamwork and cooperation and, as such, is ready to collaborate with other members of your financial team, such as outside advisors, consultants, attorneys, or tax professionals, to improve your likelihood of achieving financial security.
Throughout his career, Sean has stayed increasingly committed to both personal and professional development. In 2013, he received a certificate on completion of the Academy of Financial Trading’s Ultimate Traders’ Program. Similarly, in 2015, he was awarded a certificate from J.P. Morgan for his work as a Business Specialist. In 2017, he earned Kaplan’s Financial Planning Specialist (FPS) designation and in 2018, he completed the Finance for Senior Executives program as part of the Executive Education course at Harvard Business School. Sean’s dedication to personal growth and his holistic approach has allowed him to remain at the forefront of the latest technological advancements and stay apprised of the most effective wealth management strategies to deliver an unforgettable client experience.
As an author, Sean penned the Self-Education Series, sharing his insight and experience with the hopes of teaching children the basics of financial literacy and the benefits of attaining financial freedom.
Sean lives in Riverdale, NY with his family. He enjoys creative writing, gathering collectibles, visiting marine aquariums, and most of all, spending time with his two children: Jacob and Savannah. He is a firm believer in community outreach and serves as the Vice-Chairman on the board of directors at Spuyten-Duyvil Preschool. The aspects of his life that Sean holds dearest are his community, organizations and family.
Specialty Areas
Financial Services
Our Fee-Only Private Wealth Management platform provides transparent, strategic, and comprehensive investment advice, to various types of clientele with complex financial needs, while operating within our fiduciary capacity.
Life Insurance
We offer case-design expertise and broad product knowledge that reassure you of leaving a death benefit to your loved ones, but can also help you address other areas of concern that you might face.
Creative Writing
The Self-Education Book Series was created to educate children on the basics of financial literacy.
