Our name is AMG Wealth Advisors, and it represents the initials of our three founders who work directly on your planning and strategies: Jean Arias, Polly Moore, and Lori Gann Morris. We each contribute distinctive skills, diverse perspectives, and seasoned wisdom to our conversations. While you will talk directly with your lead advisor, we all share concern and responsibility for your financial goals.

We follow a comprehensive process designed to help us know you well and guide you through the preservation, growth, and ultimately, the careful distribution of your assets.

Our process begins with you. We organize your current financial situation and set expectations and goals. With our shared understanding, we discuss how to achieve your goals together.