If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.

— Edmund Burke

ABOUT US

Joseph Cardello created August Wealth after a life altering event.  His mission became clear:  to use life experiences, strategic relationships, financial knowledge, and wisdom gained to help guide others.  Our motivation is the gratification we feel when we help you achieve greater success in life and wealth.  August Wealth cultivates a culture based on expertise in investment management, problem solving, and love of relationships, with a desire to serve others.  We seek to provide a better way of building and managing wealth with complete honesty and transparency.

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Principal

Joseph Cardello

Joseph Cardello spent 25 years at some of the leading global financial firms in New York, London, and Asia including JPMorgan, Barclays, Moore Capital, and Commonwealth Bank of Australia advising clients, building businesses, and managing portfolios. He holds an M.A. in Economics from New York University and a B.S. in Finance from Merrimack College.

Joe is passionate about helping others through coaching, mentoring, and charitable work.  He spent 13 years as Chair of the Finance Council at Assumption Church in Westport, CT, he currently serves on the board of Staples Tuition Grants and Merrimack College’s Leadership Council.  He manages the Augustus Cardello Memorial Scholarship which supports scholarships for students in financial need. Joseph and his wife Michelle raised their three children in London, England and Westport, CT.

Christina George joined August Wealth Advisors in April 2020 as a dedicated Client Services Associate. Christina has over 23 years of experience in retail and wholesale banking and finance, lending, insurance, investments, business ownership, retail management and business planning, assisting clients, advisors and firms with their goals and needs.

Previously Christina worked with Stratos Wealth Partners as an administrative assistant helping advisors to transition over both individual and business clients and their assets, while working with multiple custodians and platforms. In addition, she helped create an alternate investment process for the company.

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Amanda Gilman

Financial Advisor

Amanda Gilman brings a wealth of experience in balance sheet management, asset/liability management, quantitative analysis, and strategic planning. She was formerly a Managing Director at Sandler O'Neil + Partners, L.P. in New York in the Balance Sheet Analysis and Strategy Group. She also worked as an analyst in mutual funds at Eaton Vance management. She holds a B.S. Finance from Merrimack College. 

Amanda actively mentors and advises student. She currently serves on the Merrimack College Investment Fund Advisory Committee. She regularly enjoys travel, fitness, and she consistently raises money to help fight Breast Cancer.

Kathy Papaleo has joined August Wealth Advisors in November 2020 as a Client Service Associate.  Kathy brings 20 years of experience working with financial advisors as both assistant and administrator; focusing on ensuring a quality and an efficient client experience.

 

She enjoys spending time with her children, pets, tending her flower and vegetable gardens, and baking.

STRATEGIC PARTNERSHIP

In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you.

To that end, we are proud to be partnered with Stratos Wealth Partners. Stratos has an operational infrastructure atypical in the independent space, with more than 60 executive, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients. 

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Michael O'Brien

Managing Director

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Eric Beahn

Director of  Advisory Operations

Jennifer C. Hart

Director of HR &  Business Services

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Jacob Stewart

Director of  IT

Matt Dunn

Chief Compliance Officer

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Kevin Elvington

Director of  Marketing

August Wealth Advisors, LLC offers investment advice through Stratos Wealth Advisors, Ltd.  Stratos Wealth Advisors is an affiliate of Stratos Wealth Partners who was named as a 2019 Barron’s Top 50 Registered Investment Advisor. Barrons 2019 Top RIA List is based on assets managed, revenue produced and quality of practice.  Stratos helps support individuals, families, executives and business owners develop goals and plans to achieve them.

August Wealth and Stratos maintain your assets safely and securely at major custodial partners Fidelity, Schwab, TD Ameritrade.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.