Stewards of Wealth | Prepared for Anything

Strategic Asset Management

AMG Wealth Advisors offers full-service asset management when you prefer the skills and expertise of professional money managers. We are prepared for the moments you need us -- from capital protection to asset growth, business succession to retirement – with experience and strategies designed to meet your long-term goals.

Institutional Investing Services

For those responsible for stewarding the assets of nonprofits, foundations and endowments, we provide a range of investment-only consulting services from Investment Policy Statement creation and implementation, strategy development, investment research, reporting and investment oversight. Our institutional clients have a minimum of $10MM investable assets.

Financial Planning

There is more to your life than transactions and returns, and there's more to financial planning than a portfolio and a retirement strategy. We take a broad look at your assets and goals and create a plan that addresses all aspects of your financial life.

Retirement Planning

We are here to help with every phase of planning for your retirement. During your working years, we'll develop and monitor a wealth accumulation plan based on your specific goals and objectives. As you approach retirement, we'll assist you with critical decisions regarding retirement plan options, Social Security, and tax planning. Once you are retired, we will create tax-efficient income and wealth transfer strategies to secure your financial vitality permanently.

Education Planning

If your goals include providing for the future of a child or grandchild, we can help you investigate your many options and develop an education funding strategy. We will show you opportunities with investment vehicles such as Coverdell education savings accounts, 529 college savings accounts, and specialized trust vehicles.

Estate Planning

Whether to provide income for a spouse, education for children or grandchildren, or support for your favorite charitable causes, estate planning helps ensure that your assets are designated for the use you have intended. We offer strategies designed to efficiently manage the transfer of wealth and mitigate tax issues that might impact your estate. Our work may include forming trusts and family partnerships, working with your attorneys and tax professionals to select the right structure and asset flow for your personal situation.

Charitable Giving

You have many options when it comes to charitable giving. Determining which ones are right for you depends on your objectives and individual situation, and could include outright gifts, will or trust bequests and beneficiary designations, charitable trusts, private family foundations, community foundations, and donor-advised funds.

Business Succession Planning

A well-crafted succession plan addresses and resolves many timely considerations for you and your family. Should you transfer ownership to family members, employees, or an outside party? What is your plan in the event of an incapacitating health event or death? How can you receive money from the business in a tax-efficient manner? A business succession plan handles all these questions and others.

Executive Solutions

The rewards of leadership are significant, but business success can come with risks such as having highly concentrated stock positions. We can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, and hedging & monetization for concentrated equity positions. We can also assist with corporate solutions such as corporate cash management, executive benefit platforms, and retirement programs.

Risk Management

Insurance plays a crucial role in your comprehensive financial plan. We can provide quality insurance alternatives that offer a layer of safety for you, your family, your business, or your organization. Long-term care insurance can help you preserve your savings and give you access to a range of care options. Nearly four in 10 people will need long-term care at some point during their lifetimes. Medicare provides only limited coverage and does not cover the type of custodial care older individuals often need.