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August Wealth Advisors

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August Wealth Advisors

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from August Wealth Advisors, Financial service, Westport, CT.

August Wealth Advisors a wealth management & investment advisory company offers services that helps navigate family and personal dynamics and creates and works with current partnerships to deliver a bespoke service to its clients.

11/18/2025

As we approach Thanksgiving, we're reflecting on what truly matters in wealth management—and it's not just the numbers.

This year has been exceptionally challenging in the markets, but the families who've seen the greatest benefit are those who placed their faith and trust in the August Wealth process.

Our Principal, Joe Cardello, shares his personal philosophy in this month's commentary: our mission is to reduce your stress and anxiety so you can better focus on what's most important in your life.

In the post, Joe also touches on:

💡 Our Process in Action: A look at the key portfolio changes we made this year (like increasing diversification and strategic purchases) to position our clients for future opportunities.

❓ Are We in a "Bubble"? Joe shares his unique perspective on what's really driving the growth in top U.S. tech companies.

🌎 The Big Picture: Why the geopolitical landscape, from China to Latin America, matters for your personal portfolio.

We are so grateful for the trust you place in us. Your partnership helps drive our mission forward.

Click below to read Joe's full thoughts and analysis for November.

Wishing you and your family peace and a wonderful Thanksgiving season!

🔗 Read the full commentary here: https://www.augustwealthadvisors.com/post/portfolio-changes-and-market-views

November 3, 2025As we head into the final stretches of 2025, I want to communicate the changes we made to the portfolio throughout the year, reiterate the consistent process August Wealth adheres to, and express my personal appreciation for allowing us to serve you.Navigating 2025 has been especiall...

10/06/2025

Are you living in an alternate reality? 🤔

In his newest market commentary, August Wealth Advisors Principal Joe Cardello unpacks a fascinating idea: We often believe we are "informed" when we are actually being deceived by noise.

Just like the famous optical illusion where squares of the same color appear different, our media consumption can create a distorted view of the world—and it's costing us our peace and objectivity.

Joe's message is a refreshing call to action:

➡️ Ditch the Drama: Too much social media and news consumption leads to unnecessary fear, stress, and anger—which often results in bad financial decisions.
➡️ Embrace Alternative Views: To maintain an objective edge in investing and in life, we need to actively seek out conversations with people who think differently.
➡️ Find the Good: Despite the noise and the amplification of extremes, Joe argues that life in the USA is fundamentally good, with incredible opportunities for growth and investment.

He ends with a heartfelt challenge: For one week, unplug from the news and social media. Instead, focus on gratitude, serving others, and connecting with those around you. You might be surprised by the positive, permanent change it brings.

Read his full thoughts, including his perspective on the current market environment and the importance of constitutional protections, here:

🔗 https://www.augustwealthadvisors.com/post/living-an-alternate-reality

September 30, 2025"Just to be is greater than action” -Thomas KeatingLiving an alternate realityWe research facts, we keep ourselves informed as it’s our civic duty to be informed citizens. If we apply this to the image above, we can see clearly that square A is darker than square B. We know thi...

09/09/2025

Finding Balance in an Unpredictable World

In his September market commentary, our Principal, Joseph Cardello, shares a deeply personal story about overcoming debilitating back pain. His journey from frustration and depression to finding a new path to strength and joy serves as a powerful metaphor for his investment philosophy.

Joe's core message is about finding balance. Just as he had to let go of his old exercise routine to find a better, pain-free way to live, he argues that we must also let go of our need to control and predict everything in our lives and in the market.

September 5, 2025“Life is like riding a bicycle. To keep your balance, you must keep moving.” Albert Einstein “Some might say they don’t believe in heaven, go and tell it to the man who lives in hell.” Oasis Balance > Perspective > Openness >Acceptance> Calm> Joy > Gratitude I attempt to f...

08/08/2025

In a world of constant market fluctuations and economic uncertainty, this month’s commentary from hashtag takes a refreshing and profound turn. Rather than focusing solely on numbers and trends, Joseph Cardello invites us to reflect on the deeper forces that unify us—especially love.
As we navigate the complexities of investing and personal finance, this piece reminds us that clarity, connection, and compassion are just as vital as strategy and analysis. Whether you're a seasoned investor or simply seeking perspective, this month’s message offers both insight and inspiration.

“Sometimes the break in your heart is like the hole in the flute. Sometimes it’s the place where the music comes through.” - Andrea Gibson Practicing what I preach Regular readers of these pages will know that I suggest limiting phone, social media, and news in general. Although I separate mys...

06/05/2025

Our June 2025 newsletter by Joseph Cardello is out! This edition delves into our "fish, not meat" approach to wealth management, emphasizing personalized solutions, smart tax strategies, and navigating market shifts. Get a fresh perspective on how we're working for you!

May 28, 2025Do what you are supposed to do; there is no need to worry about anything else.“I love you more today than yesterday, but not as much as tomorrow.” - Pat Upton, Spiral StarecaseThe song: More Today Than Yesterday was released in 1969. It was perhaps made more famous by Sony and Cher, ...

05/28/2025

Welcome to our May newsletter! As Joseph Cardello, Principal at August Wealth, shares in this month's insightful article, "Stilling Leads to Seeing," taking a moment to pause can offer profound clarity, especially during dynamic times. He shares his thoughts on the financial markets from the past and the present and his thoughts for moving forward. We hope you find his reflections as valuable as we do.

April 29, 2025 Spring in New England is beautiful. Rebirth, life, color.

03/06/2025

Beyond market trends and financial analyses, life often presents us with profound lessons. This month, our Principal, Joseph Cardello, shares a deeply personal reflection on the passing of his beloved dog, Cooper, and the unexpected wisdom he imparted. We also delve into his perspective on current world and market developments, unpack key insights from Warren Buffett's latest shareholder letter, and explore the crucial intersection of accessibility and AI technology. Join us for a commentary that blends heart and intellect.

February 27, 2025Originally, my intention for March’s commentary was to revisit the importance of putting energy into the areas of your life that matter most. I was going to tackle this by focusing on our own certain mortality. I read an article about a very successful businessman that breaks his ...

12/02/2024

This month there is some insight to post election outcomes and how they might not be as bad as you think. Our principal Joseph Cardello breaks down the reality of selling negative publicity, how that preys on our survival instinct by stoking fear, and how you can focus on improvement, positive impact, and opportunity in the wake of it all.

November 21, 2024The election came and went, and life moves on. I am not going to try and convince you that the election outcome was positive or negative. However, if you’re feeling overly pessimistic, it’s probably less bad than you think. Why?“I have observed that not the man who hopes when ...

11/04/2024

Many people have anxiety when it comes to election time. This month our principal Joseph Cardello breaks down the world of uncertainty, and how to address it with preparing and planning that meet your mission with available strategies. He also shares thoughts on the election and future technological advancements. Check out the full commentary for more.

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October 31, 2024As I have written many times over the years in these monthly commentaries, the world is full of uncertainty. Most of us dislike the unknown and change because we have a desire for control. But, believing you have control over future outcomes, or a belief that engaging so called exper...

10/14/2024

Do you ask yourself the right questions when it comes to simplicity, joy and finances in your life revolving around decision you make every day? This month our Principal Joseph Cardello breaks down three questions to ask yourself to achieve what you want with less stress and mistakes, along with a market update and changes made in the portfolios.

October 8, 2024It occurred to me that there are three useful questions to ask prior to making important financial decisions in our lives. The inspiration came from a combination of two conversations I had in the past month (thank you to Jeff Concepcion of Stratos and KM and BM).Here it goes:1. Will....

Address

Westport, CT

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18009859477

Website

https://www.augustwealthadvisors.com/

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