Financial Consulting · Real Estate · Mortgage Brokerage
Trusted Counsel.
Strategic Growth.
Financial consulting, real estate investment, and mortgage brokerage — unified under one trusted advisor.
Our Services
A unified approach to building wealth
Financial Consulting
Comprehensive wealth strategy and portfolio management tailored to the ambitions of high-net-worth individuals and institutional investors.
Explore Financial Consulting→Real Estate Investment
Identifying, structuring, and managing premium real estate opportunities — from residential acquisitions to large-scale commercial developments.
Explore Real Estate→Mortgage Brokerage
Access to an extensive network of lenders and bespoke financing solutions designed to optimize terms for complex, high-value transactions.
Explore Mortgage Solutions→22+
Years of Experience
$2.4B+
Assets Under Advisory
850+
Transactions Closed
97%
Client Retention Rate
"Precision in strategy. Integrity in counsel."
Client Perspectives
Trusted by those who demand excellence
"Augustus brought a level of strategic clarity to our portfolio that we had never experienced before. His counsel on our commercial real estate acquisitions has been transformative."
Jonathan R. Whitfield
Managing Director, Whitfield Capital Group
"From mortgage structuring to long-term investment planning, Augustus handles every detail with precision and discretion. He is the advisor we trust with our most significant decisions."
Serena M. Okafor
Principal, Okafor Property Ventures
"The financing structure Augustus arranged for our mixed-use development was unlike anything our previous brokers had proposed. He found terms we didn't think were available to us."
Marcus T. Ellison
CEO, Ellison Development Group
"We came to Augustus with a complex estate planning challenge that three other advisors had struggled with. He resolved it in a matter of weeks with a strategy that was both elegant and tax-efficient."
Catherine L. Hargrove
Founder, Hargrove Family Office
"His integrated approach — where the mortgage strategy, the investment thesis, and the financial plan all speak to each other — is something I have not found anywhere else. Genuinely exceptional."
David A. Mensah
Managing Partner, Mensah Capital
Selected Work
Results that speak for themselves
Real EstateDistressed Asset Acquisition — Midtown Office Tower
Off-market acquisition of a 28-story Midtown tower at 22% below assessed value; repositioned from 61% to 94% occupancy within 18 months.
Capital Deployed
$60M
Below Assessed Value
22%
Financial ConsultingIntegrated Wealth Strategy — Founder Liquidity Event
Pre-liquidity planning for a $47M founder exit — preserved $8.4M in tax liability through structured trusts and opportunity zone reinvestment.
Liquidity Event
$47M
Tax Liability Preserved
$8.4M
Mortgage BrokerageJumbo Portfolio Refinancing — 11-Property Holdings
Consolidated $38M in residential mortgage debt across 11 properties and 6 lenders — freed $2.1M in annual cash flow at sub-6% blended rates.
Annual Cash Flow Freed
$2.1M
Debt Portfolio
$38M
Begin Your Journey
Ready to Build Lasting Wealth?
Schedule a private consultation and discover how a unified advisory approach can accelerate your financial and real estate goals.