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.
Your High-Net-Worth Wealth Management Experts
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.
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.
Estate & Legacy Planning
AMG will help ensure your wealth is preserved for future generations with trust and estate plans that protect your assets and make financial transitions easy.
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.
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.
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.
