Your goals and our expertise are a powerful combination for your success.



I think AMG’s approach is more personal and genuine. My advisor’s expertise is a strong differentiator.”

— Catherine,
Wealth Management client

They truly understand my entire financial picture. I’m extremely happy with AMG.”

— Doug,
Executive Financial Counseling client

We really like the personal touch and relationship we have with our financial adviser, knowing that she really cares about us and our investments.”

— John & Anne,
Trust clients

Continuity of key staff and leadership at AMG provides great comfort to clients like me.”

— George,
Executive Financial Counseling client

Personalization sets AMG apart. Our advisor really understands our financial standing and goals.”

— Bryant,
Wealth Management client

AMG has done a great job of addressing what I care about under the umbrella of providing solid financial advice for my retirement without being pushy.”

— Shawn,
Executive Financial Counseling client

My relationship with AMG feels more like a partnership than just an advisory firm.”

— Dan,
Wealth Management client

AMG is more focused on the client’s success than other firms and fully understands that the client’s success is essential to AMG’s success.”

— Gil & Kristine,
Wealth Management clients

AMG delivers knowledge & results, in a very personal way.”

— Gerry,
Wealth Management client

AMG has top quality advisors and a transparent, easy-to-understand approach to portfolio management.”

— Jim & Tracy,
Wealth Management clients

My favorite part of AMG’s Retirement Plan Services is the personal attention I receive. I find that my questions during our service meetings lead to excellent conversations that are laced with great advice.”

— Glenn,
Chief Operating Officer

AMG’s comprehensive approach to executive financial counseling is their competitive advantage. They offer ongoing financial positioning assessments that are measured in decades, ensuring greater financial peace of mind for me and my family.”

— Dan,
CEO & Executive Financial Counseling client

We’re very happy with AMG as our 401(k) plan administrator. They’re always quick to respond to any question and I’ve received positive feedback from our employees about AMG’s participant site.”

— Karen,
Vice President & Comptroller

AMG’s services were directly linked to higher executive productivity and a greater appreciation for the corporate benefits that we, as an HR team, offered to our executives.”

— Susan,
HR Leader at Fortune 1000 Company

In the past year, AMG has been a critical factor in our foundation’s evolution. Our board had the vision for where we needed to be, but AMG was the partner we needed to bring it to life.”

— Hallee,
Endowment & Foundation client

I don’t believe I have ever heard of a more responsive, personal and helpful trust bank. Another family member has a trust that has been with several different banks. None of these banks have been as helpful as AMG.”

— Jennifer,
Trust client

When we needed business financing, the team at AMG looked deeper than the balance sheet. Thanks to their expertise and commitment, we have realized our ultimate vision for our company.”

— Mikey,
General Manager & Commercial Banking client

AMG has been preparing our state, federal and trust tax returns for decades. They are highly accurate, responsive and friendly.”

— Thomas,
Tax Services client

I appreciate AMG’s personal attention to my family objectives and changing needs.”

— William,
Individual Investment Management client

AMG is one of the most effective commercial banks I’ve worked with in my 11 years of commercial real estate investment. They’ve earned my repeated business and I recommend them to other investors.”

— Thomas,
Commercial Banking client

AMG has all the capabilities of a large bank with profoundly better client service and communications. The technology is strong, the fees are competitive, but their differentiator is the people.”

Principal & Commercial Banking client

AMG has the ability to work across different needs of the client and meet challenges with expert-level support and information. My banker is committed and has high ethical standards. I highly recommend AMG.”

— JAG,
Vice President & Commercial Banking client

I have never felt so valued as a client as I have with AMG. They worked with us every step of the way to ensure the banking options we chose were perfectly suited for our organization.”

Director of Finance & Nonprofit Banking client

When it comes to attention-to-detail and follow through on our banking needs, AMG is excellent and does not give up until the client’s needs are thoroughly met.”

Founder & CEO, Nonprofit Banking client

About AMG

We help executives, business owners, high net worth individuals, and institutions discover a better way to wealth. We work closely with each client to develop integrated financial solutions that are customized to their goals, and backed by insightful research, thoughtful innovation, and decades of experience.

Learn More

How can we help?

Call 800-999-2190 or email us at


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