Let’s Get Started
Let’s Get Started

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 Cancel

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 Cancel

Redirect Notice - Schwab Alliance

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

Financial Advisors in Georgetown

At AMG Wealth Advisors, we use our decades of experience to offer a different kind of wealth management for high-net-worth individuals and families. Our team prioritizes building relationships with our clients so we can be a trusted ally through every stage of your wealth journey. 

From retirement planning and transition strategies to asset management, estate planning, and tax solutions, we design tailored financial planning that will help you preserve and build your wealth for years to come.

We’re proud to partner with people from a wide variety of backgrounds, from entrepreneurs to women in financial transition. Our team’s specialized expertise allows us to uncover hidden financial opportunities to create impactful, long-term wealth  solutions.

Let’s Get Started
iStock-486897524

Women-Owned, Client-Focused Financial Advisors

Each of AMG Wealth Advisors’ founders—Lori, Polly, and Jean—bring their own unique experience and expertise to bear on our clients’ financial situations. They’ve built their careers on helping people navigate life’s important financial decisions, including buying or selling their home or business, working through a divorce, preparing for retirement, and making wise investment choices.

We’re also here for clients outside these momentous financial decisions. Whenever you have a question about your financial future, we’ll be there for you. That’s the mark of a true partner, and what you can expect when you work with AMG.

39 - AMG-ThreePartners1

Protecting Your Wealth

We started in Austin and have since extended our personalized, client-first approach to Georgetown and other nearby communities. Creating your financial roadmap begins with a conversation where we get to know you, your family, your financial aspirations, and any other important pieces to your overall wealth identity. 

By doing this, we make sure that no opportunity is overlooked, so you have the best financial strategy available for whatever life throws your way. 

Browse Our Services
iStock-529363195 lisce

Your Partner for Specialized Financial Advice

We work with a diverse range of clients in Georgetown, throughout Texas, and beyond. While we’re happy to work with anyone who wants tailored financial strategies, we specialize in helping high-net-worth individuals and families develop optimized wealth management plans. If you fall into any of these categories, contact us today to see if we’d be the right fit for you.

“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.

Achieve Financial Clarity and Peace of Mind

Fill out the below form to schedule an initial 15-minute conversation to see if our unique approach to financial planning is right for you.