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Corporate Financial Counseling

Your executives lead extraordinarily busy lives, leaving little time to focus on their own long-term financial security and success. AMG National Trust Bank’s executive financial-counseling services can help them capitalize on their professional success to build, manage and protect their personal wealth. For nearly 35 years, AMG has helped corporations leverage the benefits they offer executives through independent, fee-based financial counseling services.

AMG’s corporate financial-counseling programs are first and foremost independent and objective. With a fee-based structure in which advisors make recommendations that are neither product-driven nor commission based, executives are more likely to receive advice that is in his or her best interest and not motivated by an advisor’s personal gain.

Our advisors help executives take advantage of corporate compensation benefits, such as stock options, deferred compensation and incentive plans. They also address many complex issues affecting executives, such as tax, estate and retirement planning. We take the time to understand an executive’s financial needs and objectives and develop a strategy for addressing his or her entire financial picture.

With AMG, executives get the tools to help them achieve personal financial security, and corporations get executives who understand the value of their benefits and are more focused on corporate success.

Explore Sample Financial Counseling Plan Features


Investment products: Not FDIC insured • No bank guarantee • May lose value