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Grow, Protect & Preserve Wealth

At AMG Wealth Advisors, we are dedicated to providing dependable and all-encompassing financial services to secure your future. Proudly based in Austin, TX, we serve clients in Waco and across the nation, helping them craft customized strategies to grow, preserve, and manage their wealth for generations to come. Our team offers a diverse range of services, including investment management, retirement planning, business succession strategies, tax optimization, and estate planning.

By understanding your personal financial goals, we develop clear, actionable plans that give you confidence at every step of your journey. At AMG, we aren’t just wealth managers—we are trusted partners committed to empowering you to take control of your financial future.

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Women-Owned, Client-Focused.

AMG Wealth Advisors was established by three trailblazing women with a shared vision: to provide thoughtful, customized financial guidance that simplifies even the most complex decisions. Whether you’re saving for retirement, exploring investment opportunities, or preparing to sell a business, we offer strategic, client-focused solutions. Our areas of expertise include holistic financial planning, estate and legacy strategies, risk management, and portfolio performance analysis to ensure every aspect of your financial plan aligns with your values.

Through personalized service and education, we empower individuals and families in Waco to make informed decisions that lead to long-term success. Trust AMG to be your guide through every financial milestone.

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Simplifying Wealth Management

Navigating significant wealth doesn’t have to be overwhelming. AMG Wealth Advisors offers tailored financial solutions designed to address the unique challenges that come with managing substantial assets. From strategic investment planning and tax-efficient strategies to business succession planning and customized portfolio management, we deliver expert solutions to help you achieve your financial goals.

Whether you’re preparing for a comfortable retirement, safeguarding your family’s financial stability, or transitioning ownership of a business, our experienced advisors provide step-by-step guidance and support. With AMG at your side, your financial future is in trusted hands.

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Supporting You Through Life’s Milestones

Your wealth reflects years of hard work and dedication, and AMG Wealth Advisors is here to help you protect that legacy. We offer personalized services such as estate planning, strategies for generating retirement income, and tailored business transition plans to guide you through life’s pivotal moments.

Our team of certified experts takes a personalized approach to financial planning, ensuring every strategy is designed to foster growth and peace of mind. Whether you’re making significant changes or looking ahead to the future, AMG is your steadfast partner every step of the way.

“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 The Financial Clarity You Deserve

Complete the form below to set up an initial 15 minute conversation and learn about our comprehensive approach to wealth management.