Honored to be a Presenter at this Year’s Blue Vault Bowman Alts Summit 2023

Fred Baerenz, President & CEO of AOG Wealth Management, and Regional Vice President, Michael Helgeson, attended the Blue Vault Bowman Alts Summit 2023 in Atlanta, GA, from March 6th – 8th, 2023. Stacy Chitty, a co-founder of Blue Vault, describes the summit as a way for forward-thinking wealth advisors learn about and utilize alternative investments as a potential opportunity to protect and improve client portfolios instead of solely using the traditional 60/40 equity/bond portfolio model.

For more information, please contact 703-757-8020.


Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.