Private Wealth Management for Select Individuals

Agora Wealth Management was founded in 2003. It was founded with the idea of building a practice around our clients, rather than building our clients around our practice. We want to build long lasting relationships with our clients. We are not here to sell product, but find solutions for our clients’ unique situations. Our commitment is simple, put our clients’ needs ahead of ours and work tirelessly to exceed their expectations.

Our Mission

Here at Agora Wealth Management, we have only one thing in mind - our clients.

Our mission is to get to know and understand your needs, desires, and long-term goals. We will pour every ounce of effort we have into developing, implementing, and monitoring a strategy that will meet your investment objectives.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and managing wealth. All of our energy, commitment, and efforts are focused on you, the client, and on exceeding your expectations.

WHY CHOOSE US?

About Agora Wealth Management

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Agora Wealth Management:

Valuable Experience

We’ve been there. Chances are, with our history of serving clients, we have worked with clients that share similar concerns. That puts us in an ideal position to help meet your needs. When you choose Agora Wealth Management, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have managed money through some of the most difficult times in history.

Independence and Objectivity

Operating as an independent financial planning and wealth management firm, we work with an independent broker dealer, Parkland Securities, LLC, who doesn’t have any of their own products. We have agreements with hundreds of investment companies. We strive to provide you with transparency and help ensure that you are comfortable with our investment recommendations.

Cutting Edge Technology

We invest heavily in technology to give our professionals high quality tools and to ensure a seamless experience for our clients. Our clients love having access to all of their accounts in one place.

Quality ServiceAt Agora Wealth Management, we operate like a family. One of our most distinguishing traits is how well we listen and how much we care. When you call into our office, you will speak with someone who is not only happy to serve you, but knowledgeable and generous with their time.

Privacy & Exclusivity

Here at Agora Wealth Management, we are very selective about the clients we choose to work with. It has never been our goal to be all things to all people, but rather, to be all things to a few people. And so for that reason, before we take on any new clients, we are careful to gather enough information to ensure we are well suited to work together.

To keep our practice operating at an optimal size, we require that each new client meet very specific criteria; that we have good chemistry, that our goals align, that we can add value to their current investment strategies, and that our minimum net-worth requirements are met. None of these criteria are designed to exclude others, but rather to ensure our clients receive the utmost level of personal care.

Disciplined Asset Management

We are active managers who build suitable portfolios to help clients fulfill their long-term financial goals. Our seasoned investment managers follow sophisticated and disciplined strategies to help you build your wealth while carefully managing risks in all market environments. Our experience shows that better results may be achieved when key financial areas are integrated into the wealth management process.

“Success is the sum of small efforts,

repeated day in

and day out.”– Robert Collier

www.AgoraWealthManagement.comPhone 719.272.0203

Toll Free 866.900.0203 1425 N. Union Blvd.

Colorado Springs, CO 80909

member FINRA/SIPC. Investment advisory services

Agora Wealth Management is independent of Parkland Securities, LLC and SPC.Agora Wealth Management does not give tax or legal advice. Consult your tax or legal advisor situation.

01. DISCOVERY

OUR PROCESS

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

02. STRATEGYThe primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive proposal that outlines the strategy we recommend for long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

03. IMPLEMENTATIONThe primary objective of this phase is to successfully

implement your investment strategy. By means of constant communication and a highly skilled staff, we

strive to make this process quick and easy for you.

04. MONITORING &ADJUSTING

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that

meets their intention. At times, this calls for us to modify an existing strategy or develop a

new one, and the process starts over again. In this

way, we can ensure we are always adapting to your

needs and to the demands of global

markets.