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About AMG
We help executives, business owners, high net worth individuals, and institutions discover a better way to wealth.
You are here:
About AMG
We help executives, business owners, high net worth individuals, and institutions discover a better way to wealth.
OUR MISSION & VALUES
AMG is built around the present and future goals of our clients, and we leverage our size, independence, and comprehensive offering to deliver a personalized experience at every step. While we’ve grown and evolved over the years based on client needs, our mission has remained unchanged.
To help our clients achieve their unique financial goals by integrating sound judgment, objective investment advice, and excellence in personal service.
We value every one of our client partnerships and work hard as a team to support their success. The feedback we receive each year from our annual client survey demonstrates that our commitment to client success is working.
“In my opinion, 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 & Kristin, Wealth Management clients
50 Years
serving our clients as a trusted advisor
95%
“satisfied” in latest client survey
$9.1 Billion
assets under management*
Our Value to Clients
Leadership Team Arrow Arrow icon
Meet AMG’s talented leadership team that keeps everyone focused on delivering great client experiences.
Careers Arrow Arrow icon
Work in culture that encourages respect, collaboration, learning and growth to ensure we’re helping our clients succeed.
Community Arrow Arrow icon
Learn how AMG stays actively engaged in the community and supports organizations that help the community thrive.
Events Arrow Arrow icon
See how AMG leverages an extensive network of subject matter experts to keep our clients engaged and informed.
Security & Privacy Arrow Arrow icon
Understand how AMG safeguards your privacy, personal information, and accounts and what you can do to help.
News Arrow Arrow icon
View the latest news about AMG and our exciting work with clients and our communities.
The Dome at AMG
Experience our unique event space created to bring people together for idea sharing, business collaboration and community success.
Fanum at AMG
Explore our innovative coworking space and curated community that represents AMG’s commitment to entrepreneurs.
AMG Offices
- Denver, CO
- Asheville, NC
- Boulder, CO
- Cheyenne, WY
- Chicago, IL
- Hilton Head, SC
- Morristown, NJ
- Virginia Beach, VA
Our History
Throughout our exciting history, AMG has remained focused on understanding each client’s unique goals and helping them achieve success, however they define it.
1972
Seeing Opportunity
Recognizing that senior executives at leading companies need a resource for comprehensive and independent financial counseling, Earl Wright and Dr. Michael Bergmann form Asset Management Group (AMG) as a division of a national investment bank.
1975
Going Independent
So we can remain objective and continue to focus on the best interest of clients, our founders decide to purchase AMG to become an independent, fee-only financial counseling firm.
1975
Expanding to Do More for Clients
AMG becomes a registered investment advisor (RIA) to provide specific investment recommendations with its financial counseling services while maintaining its fee-only structure. We also introduce customized, company-specific financial counseling programs and expand our investment offering to include access to alternative investments.
1979
Adding In-House Tax Compliance Experts
Knowing that tax implications are an important factor in our clients’ financial decisions, AMG hires a team of in-house tax experts to provide tax research, advise on tax compliance issues, and prepare tax returns.
1980
The East Coast Welcomes AMG
To more effectively serve executives at large company in the Northeast, AMG opens a new office location in central New Jersey.
1981
Growing Our Alternative Investment Offering
Seeing the value of alternative investments in portfolio diversification, AMG’s affiliate Asset Management Group Investment Corp. (AMGIC), starts establishing private fund structures for alternative investments to expand client access to opportunities at lower investment minimums.
1984
Adding a Midwest Presence
AMG opens its Chicago office to provide a central location for serving our growing number of corporate and individual client relationships in the Midwest and South.
1994
Putting Our Recommendations into Action
Based on client requests, AMG expands its solutions to provide discretionary investment management, and clients were pleased to hand over the investment execution details to us.
1995
Helping with Philanthropy & Tax Planning
The AMG Charitable Gift Foundation launches to provide clients with a convenient way to integrate charitable giving with tax planning. AMG also adds bill paying and household bookkeeping services to help simplify our clients’ financial lives.
1999
Launching Our Wealth Management Platform
AMG introduces Personal Financial Management (PFM). This fully integrated wealth management solution becomes our primary platform for helping clients manage their wealth, all in one place.
2001
Offering Trust Services
AMG acquires the trust department of Guaranty Bank & Trust, a premier Colorado bank. This provides AMG clients with an integrated solution across their lifetimes and an easier way to build a family legacy.
2004
Expanding into Virginia
AMG acquires Old Dominion Trust Company in Virginia to expand the solutions available to clients in the Southeast.
2007
AMG Hosts Former Fed Chairman Alan Greenspan
Former Federal Reserve Chairman Alan Greenspan speaks to full room of AMG clients and guests about what he sees in the global economy at a luncheon event at the Denver Art Museum.
2008
Adding Banking Services and a Boulder, Colorado Office
Recognizing that many clients have specific banking needs, AMG adds private client and commercial banking services to its comprehensive list of financial solutions. Boulder becomes a new, convenient location for clients.
2012
Offering the Benefits of Wyoming Trusts
AMG opens a trust office in Cheyenne to help clients from across the country take advantage of the tax and administrative law benefits provided by Wyoming trusts.
2015
New Denver Headquarters
AMG moves into its new headquarters, a beautiful LEED-certified building, designed to serve the needs of our clients and community for generations to come. It also houses The Dome at AMG, a unique space for client and community events, and FANUM, an exciting entrepreneurship club and co-working community.
2015
AMG Hosts Apple Co-Founder Steve Wozniak
Apple co-founder Steve Wozniak and Brad Feld, CEO of Foundry Group, speak to a packed audience at The Dome at AMG about the future of innovation and venture capital.
2016
Lord Mervyn King Speaks to AMG Clients
Lord Mervyn King, former Governor of the Bank of England, impresses AMG clients and guests with his insights about Brexit and his global perspective on the key events shaping the world.
2020
AMG and Boys Arnold Team Up
AMG and Boys Arnold finalize their merger on June 1, 2020. As a result, AMG expands its southern presence with new office locations in Asheville, North Carolina and Hilton Head Island, South Carolina.
From time to time, publication or rating services or organizations unaffiliated with us may rank, rate or recognize us for our services or offerings. We have not paid such services organizations for any such review. We also have not completed due diligence on such organizations for any purposes and do not endorse or recommend any such services or organizations.
*Assets under management figure includes assets managed and held in custody on 9/30/2025.