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A.G.E. Wealth Management
Advocates for Generational Education™

 

Phone NumberEmailLocation

bfe_logo_advisor

8794 Boynton Beach Blvd
Suite 220
Boynton Beach, FL 33472
MAP

Phone: 561-733-9900
Toll Free: 844-415-9900

Our Team
Debra Taylor Targett, CFP®
Vice President – Investments
debra.targett@nullbenjaminfedwards.com

Steven Brill, CFP®
Vice President – Investments
steve.brill@nullbenjaminfedwards.com

Rachel Walczak, AAMS®
Registered Financial Client Associate
rachel.walczak@nullbenjaminfedwards.com

Kim Bowers
Senior Financial Client Associate
kim.bowers@nullbenjaminfedwards.com

Our Approach

“Treat your clients the way you want to be treated” is the ideological cornerstone of our financial services practice. It’s also an approach to client service shared by our firm, Benjamin F. Edwards & Co.

Whether you’re planning to send a loved one to school, preparing for retirement, or passing your wealth to the next generation, we have the knowledge and perspective to implement financial strategies that will help you move smoothly through life’s transitions.

Together, Debra Targett and Steve Brill formed A.G.E. Wealth Management, representing Advocates for Generational Education, where we are passionate about educating clients and helping them achieve their goals through proper planning and financial strategies. Our clients know that we’re fully invested in their financial future—we are just like another family member that will be there for you and the next generation. We provide top-notch client service and quality advice, today, tomorrow and in the many years ahead.

Areas of Concentration

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Pre-Retirement Planning Strategies
  • Retirement Income Planning Strategies
  • Retirement Planning Strategies
  • Wealth Transfer Management