About Michael D. Aguas
Michael has spent nearly 30 years building teams of financial advisers in established financial services firms. His advisers are typically tax and accounting professionals who also want to help their clients with wealth management. He has trained his teams to specialize in overlooked sections of the tax code that could help business owners and individuals potentially lower their taxes and reduce risks. Michael routinely tours the country and speaks to groups of advisors, CPAs and tax professionals. More recently, he has been working with select accounting firms and finding large tax savings for their clients.
Michael is also a 3 time national racquetball champion and an avid martial arts enthusiast.
Strategic Alliances
We work closely with tax advisers who routinely bring their best clients to us. We want to ensure that our clients' strategies are in perfect alignment.
Independent Advice
Our focus is providing the best advice. The clients come first. We center our solutions on concepts and strategies. When financial products are necessary, we maintain our independence and choose what is best.
Creative Solutions
We realize that no two clients are identical. Our solutions reflect that. All proposals are uniquely tailored to our clients' preferences and needs.
What Our Partners Say
"Michael Aguas is a professional with whom any business professional or client will feel more than confident having serve them. I heartily recommend Michael if you are searching for someone rich in proven financial insight, management and customer service experience. He is proactive and brings skills to every client’s challenge that result in helping that person to not only understand the problem, but also in how best to solve it. Michael Aguas understands that real success in business and life comes only by serving others.
Focused on client service, Michael expertly guides those he serves with care and concern. He is a visionary who also has the leadership capabilities required to meet any goal. We at TaxWealth are privileged to work with him and, without hesitation, refer our clients to him for his expertise."
Focused on client service, Michael expertly guides those he serves with care and concern. He is a visionary who also has the leadership capabilities required to meet any goal. We at TaxWealth are privileged to work with him and, without hesitation, refer our clients to him for his expertise."
BRUCE JONES
President/CEO TaxWealth, Inc.
"We appreciate working with Michael and his entrepreneurial clients due to his interest focus on the client; ensuring their goals and desired impacts are reached on-time, on-budget, and with the highest probability of success.
We strongly believe Michael is a fantastic advocate and resource for his clients.
Michael also has a very well qualified network of professionals to help support the client reaching their desired goals and impact; this network shares in the same focus as Michael.
We are appreciative of being part of this network.
We strongly believe Michael is a fantastic advocate and resource for his clients.
Michael also has a very well qualified network of professionals to help support the client reaching their desired goals and impact; this network shares in the same focus as Michael.
We are appreciative of being part of this network.
JOHN BROOKE
President Cash Flow Mastered
"In the time I’ve known Michael he exemplifies a true ability to think outside the box for his clients and business partners. His creativity is only matched by his extensive knowledge of planning techniques. One of the most sought after financial professionals I know."
RICHARD DONADO
GA/CEO
WealthBridge Financial Group
"I enjoy working with Mike. He brings a different viewpoint on financial and tax planning as compared to large, institutional, planners. Great communication and follow up from Mike and his team. Would recommend Mike to my family and friends without hesitation."
Lamar Breshears
SVP Harding Financial Partners
"Michael Aguas helps my clients obtain tax savings though underutilized sections of the tax code with amazing results."
MICHAEL BENN
Benn & Company CPAs, PLLC
"I met Mike Aguas in 1999. Since then, we collaborated on a significant number of my clients’ cases for over twenty years, until I sold my CPA practice two years ago. Every time he shared a new concept with me, I examined my client list to see which ones would benefit. Once suitability was established, Mike worked with both myself and my client all the way up to a satisfactory conclusion of the case. That conclusion almost always resulted in significant tax savings for the client, which strengthened my relationship with them.I couldn’t recommend anyone more highly to work with."
James Muckell Sr
James Muckell CPA