Advise with clarity.
Grow with purpose.
Thrive with confidence.
Rooted in service and driven by curiosity, we offer a personalized, holistic approach to financial planning. With a client-first mindset, we help you build, manage and enjoy your wealth. At AGT Wealth Management, we craft personalized strategies for financial planning, retirement and wealth building – all centered on you.
Why We Put Clients First
AGT Wealth Management leader Casey Clure is a second-generation financial advisor. She follows in the footsteps of her father and puts into practice the many lessons she learned by working with him – most importantly, that clients come first.
As a fiduciary advisor with more than a decade of wealth management experience, Casey is dedicated to listening to you, answering your questions and delivering service that exceeds your expectations. Casey specializes in business transition planning and strategies for passing assets to the next generation or to new ownership. She also aims to provide trusted expertise in many key areas of wealth management, including coordination of financial and tax planning, legacy planning and investment management.
How We Serve You
AGT Wealth Management is a wealth advisory practice that aims to provide solutions to clients based on their financial objectives and concerns, either directly or in coordination with third-party professionals, as appropriate. We understand that each client’s situation is unique and requires customized plans. To deliver tailored service to our clients, we partner with Mariner, which allows us to focus on what truly matters – understanding our clients and providing strategies to address their unique concerns.
Insights
Earnings drive the rally as risks linger
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across major indices, emerging markets and small cap stocks outperformed the S&P 500, while developed international equities posted solid, albeit less...
Volatility returns as global risks rise
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few places to hide, as 10-year Treasury yields rose from 3.96% to 4.32%, gold declined 11%, and international equities underperformed their domestic...
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook, we outlined 2026 as the year of “Risk Awareness and Diversification 2.0 (RAD),” calling for broader leadership across the market, not just within the...