--- title: Why AMG Wealth Advisors | Invest with Experts You Can Trust description: At AMG Wealth Advisors, we manage your wealth wisely, fostering robust client relationships for confident financial decisions. Live out your best life with us. --- [![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/why-choose-us#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/why-choose-us#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/why-choose-us#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/why-choose-us#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/why-choose-us#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/why-choose-us#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/why-choose-us#!) ## 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/why-choose-us#!) ## 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/why-choose-us#!) ![home-amg-partners-1](https://amgwealthadvisors.com/hubfs/home-amg-partners-1.jpeg) # We Steward Your Wealth So You Can Live Out Your Best Life. We value building strong bonds that go beyond finances. In fact, our clients will tell you we are more than just advisors: We are their friends, partners, and stewards of their wealth. We aren’t afraid to ask tough questions. We also listen closely to understand their goals. The financial world is constantly evolving, with so much information to digest on a daily basis. We strive to quiet the noise of market fluctuations and media buzz so you can focus on what matters most to you. We act as your advocate, helping you understand your options and make decisions confidently. ## Our Story We started advising clients in 2006 as a team at Morgan Keegan (now Raymond James) before establishing AMG Wealth Advisors in 2018. Creating a boutique, independent firm has added value for our long-standing and newly established clients who benefit from our comprehensive approach to wealth management. Our mission is to help you understand your financial path forward, manage risk, maximize returns for a lifetime, and secure your legacy. That level of personal care means more than putting data into a market-driven investment program. ### Bigger Than Texas Rooted in Austin, Texas, but with an extensive reach across all corners of the U.S., we work with many business owners and families from a variety of industries including real estate, technology, and oil and gas. As our team expands, so does our client base, reflecting diverse origins and experiences. Wherever you reside, we're ready to learn more about your unique situation and how we can help you live out your best life. ![why-choose-us-amg-jean-1](https://amgwealthadvisors.com/hubfs/why-choose-us-amg-jean-1.jpg) ![Rooted in the heart of Texas](https://amgwealthadvisors.com/hubfs/Page%20Images/TX-Star-Sticker.svg) ![acorns](https://amgwealthadvisors.com/hubfs/acorns.jpg) ![TX-Star-Sticker](https://amgwealthadvisors.com/hubfs/Page%20Images/TX-Star-Sticker.svg) ## Community Impact #### We take immense pride in offering charitable giving planning services, empowering you to amplify the influence of your wealth in support of the causes close to your heart. Working with clients that value philanthropy has reinforced our own commitment to charitable giving. Our vibrant community has made running a successful business possible, so we do our best to pay it forward by working to improve financial literacy in our community as well as other sponsorships and donations. Learn more about the causes close to our hearts on our individual biography pages.  ![IMG_0519-1](https://amgwealthadvisors.com/hubfs/IMG_0519-1.jpg) ![foundation-trust](https://amgwealthadvisors.com/hubfs/Page%20Images/foundation-trust.svg) ### A Foundation Of Trust Our dedication to trust and integrity forms the cornerstone of our practice. Clients feel secure confiding in us about their financial matters--valuing our transparent and straightforward approach, reliability, and absence of hidden agendas.  ![strong-connections](https://amgwealthadvisors.com/hubfs/Page%20Images/strong-connections.svg) ### Strong Partnerships, Lasting Relationships Our advisors genuinely enjoy fostering strong bonds with clients,  demonstrating a sincere interest in their lives and well-being beyond finances. We prioritize regular in-person meetings and engagements, so our client-advisor connections often evolve into genuine friendships. Many clients have come to us from referrals, which we consider the utmost compliment and a testament to our lasting client relationships. ![certified](https://amgwealthadvisors.com/hubfs/Page%20Images/certified.svg) ### Certified & Committed to Continuous Education The credentials our advisors hold represent far more than just membership. Each designation was earned with years of intense studying, rigorous testing, hands-on experience, and adherence to the highest ethical standards. [Visit our professional certifications page](https://amgwealthadvisors.com/hubfs/Imported_PDFs/AMG%20-%20DesignationsCertifications%20Definitions.pdf?hsLang=en) for details about our qualifications. ![phone-call](https://amgwealthadvisors.com/hubfs/Page%20Images/phone-call.svg) ### Always A Phone Call Away We're dedicated to being available and responsive to your needs. Our clients value that we are prompt and always ready to answer questions and address concerns. With our supportive team of advisors and staff working closely together, we provide a higher level of service and access than a solo practice.  ![peace](https://amgwealthadvisors.com/hubfs/Page%20Images/peace.svg) ### Service Areas **Headquartered in Austin. Serving Families Across Texas** where we offer a high level of service across the state—reach out to us if you don't see your location listed below.  Boerne, [Dripping Springs](https://amgwealthadvisors.com/service-areas/dripping-springs?hsLang=en), [Fredericksburg](https://amgwealthadvisors.com/service-areas/fredericksburg?hsLang=en), [Georgetown](https://amgwealthadvisors.com/service-areas/georgetown?hsLang=en), Marble Falls, [New Braunfels](https://amgwealthadvisors.com/service-areas/new-braunfels?hsLang=en), [Round Rock](https://amgwealthadvisors.com/service-areas/round-rock?hsLang=en), San Antonio, [San Marcos](https://amgwealthadvisors.com/service-areas/san-marcos?hsLang=en) and [Waco.](https://amgwealthadvisors.com/service-areas/waco?hsLang=en) You deserve a financial advisor who can be trusted to manage your wealth while you continue to focus on the things that matter most. [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/why-choose-us#black-diamond) - [Goal Plan](https://amgwealthadvisors.com/why-choose-us#goal-plan) - [Schwab Alliance](https://amgwealthadvisors.com/why-choose-us#schwab-alliance) © AMG Wealth Advisors. 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