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.