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Financial Planners in Dripping Springs

At AMG Wealth Advisors, we don’t offer cookie-cutter financial advice. Instead, we’ve built a team that understands the value of relationships and personalized financial planning. By combining this principle with our decades of experience, we’ve created a wealth management firm that has built dozens of long-lasting relationships rooted in integrity, trust, and communication. 

AMG offers a range of services to preserve, protect, and grow your wealth. These include retirement planning, asset management, transition planning, tax solutions, estate planning, and more. 

Getting to know our clients on a personal level allows us to create innovative, individualized financial roadmaps that best suit their unique vision for their financial future. Learn how we can support you in achieving yours. 

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Women-Owned, Client-Focused Financial Advisors in Dripping Springs

Our three founders, Jean, Polly, and Lori, each have decades of experience guiding people through difficult financial decisions. When they started AMG Wealth Advisors, they focused on empowering our clients through dedicated relationships, financial education, and open communication. This strong foundation has led to our clients feeling more confident when it comes to big decisions, like buying or selling a home or business, planning for retirement, or choosing the best route for investments. 

Plus, our strategy isn’t stagnant; we design our plans so they can evolve with you through every change in your life. From saving for a little one’s college to navigating the choices that follow losing a loved one, our team is here to readdress and update your financial roadmap for whatever comes up in your life. 

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Safeguarding Your Wealth, No Matter What Life Throws at You

AMG is based in Austin, but our client-first approach has attracted clients from all over Texas. In Dripping Springs, we’re proud to help clients build a wealth management plan that fits their unique life and circumstances. This includes a comprehensive suite of services that will help you identify, move toward, and achieve your financial goals. 

We’d love to protect our clients from all of life’s ups and downs, but we don’t quite have that power. But we can at least ensure that your financial situation can handle whatever major changes come your way, whether it’s retirement, selling a company, or divorce. 

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Your Partner for Specialized Expertise

While we work with clients from a variety of backgrounds, we specialize in helping entrepreneurs, high-net worth individuals, women experiencing financial transitions, and mid-career professionals home in on their optimal wealth management strategies. 

“It's a comfort to have them on my side. I really feel that it's not even a business decision anymore. These folks are going to take care of me. As long as I stick to my end of the deal, they're going to stick to their end of the deal. I have complete faith in them and trust.”
-TANIA H.

Get Financial Clarity

Complete the below form to schedule an initial 15-minute conversation to see if our tailored approach to financial planning and wealth management is a good fit for you!