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
Déjà vu on Track
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth and inflation. These two economic measures contain data which drives job creation, the cost of living, interest rates and corporate profits. GDP...
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through the first half of the year, the index has gained 8%, keeping it well on pace toward our year-end price target. As we’ve discussed throughout the year,...
Don’t worry, be happy? Worry a little, but let the data and facts guide and calm
Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500 has advanced almost 11% in price through May, while the small cap laden Russell 2000 index has surged almost 18% in price. On the international...