AMG Home > Private_Wealth > Business_Owners > Business Owners: Plan Your Financial Future

Business Owners: Plan Your Financial Future

Exceptional opportunities and complex personal finances go hand-in-hand as a business owner. Your concentrated position in the business increases your need for investment diversification and skilled wealth-transfer planning. You need to be able to concentrate on your business’ success while also charting a course for your personal long-term financial security.

AMG National Trust Bank can help create a financial plan to maximize and diversify investment opportunities, control taxes, and protect the wealth you want to transfer. After all, the real value of financial advice is how it helps you build for the future.


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