--- title: Dripping Springs Financial Planners | Wealth Management | AMG Wealth description: AMG’s certified financial planners help Dripping Springs residents with asset/investment management and retirement planning. Reach out today! --- [![Logo](https://amgwealthadvisors.com/hubfs/AMG-Logo-Primary-Vertical-Texas-Oak.svg)](https://amgwealthadvisors.com/?hsLang=en) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Family Businesses & Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - COI Partners - [Our Collaborative Approach](https://amgwealthadvisors.com/who-we-partner-with/our-collaborative-approach) - Our Professional Partners - [Business Appraisers](https://amgwealthadvisors.com/who-we-partner-with/business-appraisers) - [CPAs](https://amgwealthadvisors.com/who-we-partner-with/cpas) - [Estate Attorneys](https://amgwealthadvisors.com/who-we-partner-with/estate-attorneys) - [Exit Planning & Advisors (CEPA)](https://amgwealthadvisors.com/who-we-partner-with/exit-planning-advisors-cepa) - [Trust Officers](https://amgwealthadvisors.com/who-we-partner-with/trust-officers) - Resources - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Newsletters](https://amgwealthadvisors.com/knowledge/resources-for-you) - Client Login - [Black Diamond](https://amgwealthadvisors.com/service-areas/dripping-springs#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/service-areas/dripping-springs#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/service-areas/dripping-springs#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - Who We Serve - [Our Comprehensive Approach](https://amgwealthadvisors.com/our-comprehensive-approach) - [Our Clients](https://amgwealthadvisors.com/our-clients) - [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Family Businesses & Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - COI Partners - [Our Collaborative Approach](https://amgwealthadvisors.com/who-we-partner-with/our-collaborative-approach) - Our Professional Partners - [Business Appraisers](https://amgwealthadvisors.com/who-we-partner-with/business-appraisers) - [CPAs](https://amgwealthadvisors.com/who-we-partner-with/cpas) - [Estate Attorneys](https://amgwealthadvisors.com/who-we-partner-with/estate-attorneys) - [Exit Planning & Advisors (CEPA)](https://amgwealthadvisors.com/who-we-partner-with/exit-planning-advisors-cepa) - [Trust Officers](https://amgwealthadvisors.com/who-we-partner-with/trust-officers) - Resources - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Newsletters](https://amgwealthadvisors.com/knowledge/resources-for-you) - Client Login - [Black Diamond](https://amgwealthadvisors.com/service-areas/dripping-springs#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/service-areas/dripping-springs#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/service-areas/dripping-springs#schwab-alliance) [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) ## 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. [Continue](https://login.bdreporting.com/Auth/SignIn) [Cancel](https://amgwealthadvisors.com/service-areas/dripping-springs#!) ## Redirect Notice - Goal Plan Portal You are now leaving AMG Wealth Advisors' website and will be entering the MoneyGuidePro® Client Portal (“Goal Plan”) website. [Continue](https://www.moneyguidepro.com/ifa/Guests.aspx?gst=AAAFA2234E34158E4B85DD6AE8913117691E361E5786D48AD703FAFE0C9FB31C) [Cancel](https://amgwealthadvisors.com/service-areas/dripping-springs#!) ## Redirect Notice - Schwab Alliance You are now leaving AMG Wealth Advisors' website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. [Continue](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [Cancel](https://amgwealthadvisors.com/service-areas/dripping-springs#!) # 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.  [Let’s Get Started](https://amgwealthadvisors.com/contact?hsLang=en) ![](https://amgwealthadvisors.com/hubfs/Page%20Images/growth-mindset.svg) ![iStock-486897524](https://amgwealthadvisors.com/hubfs/Page%20Images/iStock-486897524.jpg) ## 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.  ![39 - AMG-ThreePartners1](https://amgwealthadvisors.com/hubfs/Page%20Images/39%20-%20AMG-ThreePartners1.jpg) ![](https://amgwealthadvisors.com/hubfs/list.png) ## 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.  [Browse Our Services](https://amgwealthadvisors.com/services?hsLang=en) ![iStock-529363195](https://amgwealthadvisors.com/hubfs/Page%20Images/iStock-529363195.jpg) ![lisce](https://amgwealthadvisors.com/hubfs/lisce.png) ## 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.  ### Who We Partner With [Entrepreneurs](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs?hsLang=en) [Women In Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition?hsLang=en) [Affluent Individuals & Families](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families?hsLang=en) [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors?hsLang=en) # More Than Advisors By prioritizing transparency, clear lines of communication, and customization, our clients feel supported and energized about their finances. Yet, our offerings go even deeper than these important attributes.  At AMG Wealth Advisors, we promote: ![](https://22048782.fs1.hubspotusercontent-na1.net/hubfs/22048782/Group%203266%20(3).svg) Trust & Integrity ![personalized](https://amgwealthadvisors.com/hubfs/Page%20Images/personalized.svg) Personalized Approach ![relationships](https://amgwealthadvisors.com/hubfs/Page%20Images/relationships.svg) Strong Partnerships ![comprehensive](https://amgwealthadvisors.com/hubfs/Page%20Images/comprehensive.svg) Comprehensive Service ![accessibility](https://amgwealthadvisors.com/hubfs/Page%20Images/accessibility.svg) Accessibility & Responsiveness ![peace](https://amgwealthadvisors.com/hubfs/Page%20Images/peace.svg) Peace of Mind ![](https://22048782.fs1.hubspotusercontent-na1.net/hubfs/22048782/Group%203266%20(3).svg) Trust & Integrity ![personalized](https://amgwealthadvisors.com/hubfs/Page%20Images/personalized.svg) Personalized Approach ![relationships](https://amgwealthadvisors.com/hubfs/Page%20Images/relationships.svg) Strong Partnerships ![comprehensive](https://amgwealthadvisors.com/hubfs/Page%20Images/comprehensive.svg) Comprehensive Service ![accessibility](https://amgwealthadvisors.com/hubfs/Page%20Images/accessibility.svg) Accessibility & Responsiveness ![peace](https://amgwealthadvisors.com/hubfs/Page%20Images/peace.svg) Peace of Mind ![](https://22048782.fs1.hubspotusercontent-na1.net/hubfs/22048782/icons/testimonial-icon.png) “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! ![AMG Wealth Advisors](https://amgwealthadvisors.com/hubfs/MG%20(1)-1.png) T: 512.647.1500 TF: 800.266.1723 1221 South Mopac Expressway, Suite 240 Austin, Texas 78746 [![linkedin](https://amgwealthadvisors.com/hubfs/ln.png)](https://www.linkedin.com/company/amg-wealth-advisors/) [![Instagram](https://amgwealthadvisors.com/hubfs/Instagram%20(1).png)](https://www.instagram.com/amgwealthadvisors/) All Investment Advisory Services are provided by Waterloo Capital d/b/a AMG Wealth Advisors, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. AMG Wealth Advisors is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a AMG Wealth Advisors, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. - ABOUT AMG - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - KNOWLEDGE - [Blog](https://amgwealthadvisors.com/knowledge/blog) - [Resources For You](https://amgwealthadvisors.com/knowledge/resources-for-you) - PARTNER WITH US - [Entreprenuers](https://amgwealthadvisors.com/who-we-partner-with/entrepreneurs) - [Women in Financial Transition](https://amgwealthadvisors.com/who-we-partner-with/women-in-financial-transition) - [Affluent Families & Individuals](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families) - [Mid-Career Investors](https://amgwealthadvisors.com/who-we-partner-with/mid-career-investors) - INVESTOR LOGIN - [Black Diamond](https://amgwealthadvisors.com/service-areas/dripping-springs#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/service-areas/dripping-springs#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/service-areas/dripping-springs#schwab-alliance) © AMG Wealth Advisors. All Rights Reserved. [Privacy Policy](https://waterloo-public.sfo3.digitaloceanspaces.com/Waterloo%20Privacy%20Policy%20122225.pdf) [Client Relationship Summary](https://waterloo-public.sfo3.digitaloceanspaces.com/AMG%20wealth%20Advisors%20Form%20CRS.pdf)