--- title: High-Net-Worth Wealth Management in Austin | AMG Wealth Advisors description: Seeking expert wealth management in Austin? AMG Wealth Advisors provides tailored strategies for high-net-worth individuals. Grow your wealth 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/who-we-partner-with/affluent-individuals-families#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families#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/who-we-partner-with/affluent-individuals-families#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families#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/who-we-partner-with/affluent-individuals-families#!) ## 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/who-we-partner-with/affluent-individuals-families#!) ## 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/who-we-partner-with/affluent-individuals-families#!) ![Financial guidance for affluent individuals and families](https://amgwealthadvisors.com/hubfs/iStock-839103804.jpg) # Financial Guidance for Affluent Individuals and Families Being wealthy is a blessing that comes with complex responsibilities, including preserving your prosperity for future generations. Your unique situation should be supported by sophisticated financial guidance. Our team of high-net-worth wealth management experts in Austin can help nurture and safeguard your wealth at every life stage and help you navigate your decision-making from asset protection to philanthropy. [Contact Us Today](https://amgwealthadvisors.com/contact?hsLang=en) ## What Do Financial Advisors Consider High Net Worth? The SEC requires financial planners to report the number of high-net-worth individuals (HNWIs) they serve each year, defining them as those with a net worth of $1.5 million or investable assets of $750,000 or more. While this provides a benchmark, the industry doesn’t adhere to a strict definition—generally, individuals with at least $1 million in liquid assets are considered high-net-worth. At AMG Wealth Advisors, we recognize that true wealth management goes beyond numbers, focusing on personalized strategies that protect, grow, and maximize your financial potential. ![trust-willdisscussion](https://amgwealthadvisors.com/hubfs/trust-willdisscussion.jpg) ### Your High-Net-Worth Wealth Management Experts ![giving](https://amgwealthadvisors.com/hubfs/Page%20Images/giving.svg) ### Investment Management for Wealth Growth & Protection AMG Wealth Advisors will tailor your investment portfolio to meet your financial goals and implement diverse strategies to mitigate risk. You can trust our team to actively manage your portfolio as well and make any necessary changes based on market conditions. ![relationships](https://amgwealthadvisors.com/hubfs/Page%20Images/relationships.svg) ### Tax-Efficient Wealth Strategies Our tax planning methods can help reduce liabilities with smart planning, including charitable giving and additional collaboration with tax professionals if needed. ![legal expert](https://amgwealthadvisors.com/hubfs/Page%20Images/legal%20expert.svg) ### Trust & Estate Planning AMG will help ensure your wealth is preserved for future generations with [trust and estate plans](https://amgwealthadvisors.com/services/estate-planning?hsLang=en) that protect your assets and make financial transitions easy. ![risk-mgmt](https://amgwealthadvisors.com/hubfs/Page%20Images/risk-mgmt.svg) ### Risk Management & Asset Protection With insurance solutions to mitigate risks from economic downturns, inflation, or unforeseen events, AMG Wealth Advisors will help you safeguard your future.  ![sun](https://amgwealthadvisors.com/hubfs/Page%20Images/sun.svg) ### Philanthropy & Charitable Giving Our Austin-based wealth management team helps high-net-worth individuals maximize their impact through strategic charitable giving, donor-advised funds, and philanthropic planning tailored to their values and financial goals. ![amg-icon-green](https://amgwealthadvisors.com/hubfs/amg-icon-green.png) ### Financial Foundations The [AMG Financial PlaybookTM](https://drive.google.com/file/d/1PbEeUW0LZ7GHdgqJUgyqvkO1T9ut566p/view?usp=sharing) helps build healthy financial habits and prepare the next generation to make confident financial decisions. ## Why Choose AMG Wealth Advisors? At AMG Wealth Advisors, we build relationships with our clients that go beyond finances. Our team of night-net-worth wealth management professionals in Austin understands that financial planning can be overwhelming and hard without someone else's support. We are here to be your advocate, partner, and friend. Our commitment to trust and integrity is the foundation of our high-net-worth wealth management approach. We provide expert guidance through every financial milestone, managing the complexities of your wealth and legacy so you can focus on enjoying the life you’ve built. ![trustplanning](https://amgwealthadvisors.com/hubfs/trustplanning.jpg) Let us guide you through these complexities at every financial milestone, handling all matters related to your wealth and building your legacy, so you can enjoy living your best life. [Let's Get Started](https://amgwealthadvisors.com/contact?hsLang=en) ![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/who-we-partner-with/affluent-individuals-families#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/who-we-partner-with/affluent-individuals-families#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)