Let’s Get Started

A clear path toward financial confidence begins with understanding what matters most to you. We'd welcome the opportunity to learn more about your goals and how we can support them.

We are a boutique advisory firm serving individuals and families with $1 million or more in investable assets who value a long-term partnership. To provide the highly personalized planning our clients appreciate, we maintain a $10,000 minimum annual fee.

Here's How It Works

1. Complete the form to request a brief introductory call with AMG.

2. We'll connect to learn more about your priorities and questions.

3. If it feels like a mutual fit we'll outline next steps together.