Who We Serve

Wealth for Living | Purpose for a Lifetime

AMG Wealth Advisors serve high-net-worth individuals, multi-generational families, and institutional investors who seek insightful financial counsel, experienced guidance, and seasoned advice for the prudent management of assets through all of life’s experiences.

To devote the time, attention, and resources necessary to serve our select group of clients, we maintain minimum thresholds for investable assets of $1MM for individuals and families, and $10MM for institutional investors. Many of our clients have assets well above these minimums. Every client receives individual care from our managing partners, customized financial plans, and investment strategies for their unique life goals.


Whether your transition is motivated by choice or chance, we can help demystify what you are going through and guide you to your new chapter, on your terms.

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You lead a successful, multifaceted life, and you require an advanced level of financial guidance. We are here to grow and protect your wealth through each stage of life.

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You devote long hours to running and building your business. Perhaps you are too busy to give enough time and consideration to your own financial matters. Let’s change that beginning today.

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Are you responsible for helping steward the resources of a private nonprofit, endowment or foundation? We welcome a conversation about its mission, goals, and opportunities.

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