Redirect Notice - Black Diamond Portal

You are now leaving AMG Wealth Advisor's website and will be entering the SS&C Advent Black Diamond Wealth Platform ("Black Diamond") website.

Redirect Notice - Goal Plan Portal

You are now leaving AMG Wealth Advisors' website and will be entering the MoneyGuidePro® Client Portal (“Goal Plan”) website.

Redirect Notice - Schwab Alliance

You are now leaving AMG Wealth Advisors' website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Our Comprehensive Approach

At AMG Wealth Advisors, you are supported by a whole team of advisors and staff whose distinctive skills and diverse perspectives complement one another. We all share in our commitment to serve you.

At AMG, we are committed to:

  • Asking tough questions, listening to you, and understanding you.
  • Providing the necessary guidance and answering all your questions.
  • Understanding trends in wealth management and how they impact you.
  • Always having your back.

Personal Finance is Personal

We follow a consistent, comprehensive approach, but we know that your journey is unique.

We’re here as your dedicated partner - providing guidance aligned to your situation and helping you navigate the successes and challenges that arise on your financial journey.

Man in a blue shirt

Grow, Protect, And Preserve Your Wealth In 4 Easy Steps


Explore A Partnership With Us

Let’s chat for 5-10 minutes to mutually determine if AMG is a potential fit to guide you on your wealth journey.


Identify Opportunities & Goals

We ask questions to understand where you are today in relation to your long-term goals and identify the path to get you there.


Optimize Your Wealth Strategy

We create and implement a custom plan that will bring clarity and purpose to your wealth while reflecting your personal goals.


Live Confidently With A Trusted Wealth Partner

AMG will remain your partner for decisions throughout your wealth journey: We focus on stewarding your wealth, and you focus on living your best life.

Ready To Learn More?