A.G.E. Wealth Management

Branch Team

Debra Targett, CFP® - Vice President – Investments
Steven Brill, CFP® - Branch Manager and Senior Vice President – Investments
Rachel Walczak - Senior Registered Financial Client Associate

OUR APPROACH

“Treat your clients the way you want to be treated” is the ideological cornerstone of our financial services practice. It’s also an approach to client service shared by our firm, Benjamin F. Edwards & Co.

Whether you’re planning to send a loved one to school, preparing for retirement, or passing your wealth to the next generation, we have the knowledge and perspective to implement financial strategies that will help you move smoothly through life’s transitions.

Together, Debra Targett and Steve Brill formed A.G.E. Wealth Management, representing Advocates for Generational Education, where we are passionate about educating clients and helping them achieve their goals through proper planning and financial strategies. Our clients know that we’re fully invested in their financial future—we are just like another family member that will be there for you and the next generation. We provide top-notch client service and quality advice, today, tomorrow and in the many years ahead.

AREAS OF CONCENTRATION

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Pre-Retirement Planning Strategies
  • Retirement Income Planning Strategies
  • Retirement Planning Strategies
  • Wealth Transfer Management

Location

Address:
8794 Boynton Beach Blvd Ste 220
Boynton Beach, FL 33472

Phone: 561-733-9900
Toll Free Phone: 844-415-9900