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Financial Planners in New Braunfels

At AMG Wealth Advisors, our personalized, client-focused service has set us apart from other wealth management firms in Texas for years. We focus on building relationships with our clients, getting to know them and their experiences along with their unique financial story. By getting to know every client beyond their personal financial picture, we don’t just ensure your wealth grows—we ensure it grows in the way that best serves you.

We have the same goal for every client, we have the same goal: to design a financial roadmap that will protect and grow your wealth so you can live the life you want. We’ll get you there through a variety of services, including retirement planning, asset management, business succession strategies, tax solutions, and estate planning.

Our clients stay with us not only because they see gains, but also because they value a partnership in which they feel truly heard and supported.

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Women-Owned, Client-Focused.

When people think of their finances, “empowered” isn’t always the first word that comes to mind. Instead, “uncertainty” and “complicated” are often associated with wealth management. When Jean, Polly, and Lori opened AMG Wealth Advisors, they wanted to change that narrative. 

In their decades of experience, our founders witnessed firsthand the impact of treating clients with compassion and focusing on their unique life pursuits while teaching them about different wealth planning options. The founding women took this principle to heart, integrating the idea of empowerment into the very foundation of AMG Wealth Advisors. 

From this perspective, we incorporate transparency and integrity into every customized financial strategy we present to our clients. Every step of the way, we’re asking ourselves, “How will this help manage risk, maximize returns, and secure our client’s legacy?” Through this lens, we’re able to consider creative solutions for any client’s financial situation.

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An Advocate for Your Brighter Future

As financial planners in New Braunfels, we understand that your goals and needs may look different than those of someone living in San Antonio or Austin. Rather than simply give you a list of wealth management packages to choose from, we’ll have a conversation with you to see what services make sense for your life. 

Own a business? We’ll help you minimize tax burdens and create a seamless succession plan. Maybe your retirement planning could be more robust—let us find some avenues you may never have considered. From investment analysis to risk management to advanced portfolio diversification, we’re equipped and skilled in helping you find the right solutions to any of these areas.

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Partner with a Wealth Advisor Who Has Your Back

While AMG Wealth Advisors works with a wide variety of individuals, families, and businesses, we specialize in developing customized solutions for specific groups. These groups include:

“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

Fill out the form below to schedule an initial 15-minute conversation to see if our personalized approach to wealth management could be a fit for you. We can’t wait to meet you!