AGT Wealth Management

AGT Wealth Management is a client-focused wealth advisory practice serving individuals and families from offices in Mt. Shasta and Redding, California. The firm provides personalized, holistic financial planning designed around each client’s goals, circumstances and concerns. Its services include retirement planning, wealth building and management, investment management, financial and tax planning coordination, legacy planning, and strategies for passing assets to the next generation or transitioning a business to new ownership. When appropriate, AGT works alongside third-party professionals to address clients’ needs.

Led by Managing Director and Principal Casey Clure, a fiduciary advisor with more than a decade of wealth management experience, the practice emphasizes listening, clear guidance and customized strategies. Senior Associate Jodi Baker is also part of the team. AGT partners with Mariner to support its service delivery, while maintaining a separate business entity; investment advisory services are offered through representatives registered with Mariner Platform Solutions. The firm also shares market and financial insights to help clients stay informed as they plan, manage and enjoy their wealth.