Founded in 1972 as a division of a private investment bank, AMG National Trust Bank evolved into a separate corporation under the leadership of the founding partners, Chairman Earl L. Wright and Senior Executive Vice President Michael D. Bergmann, Ph.D. Now a national financial services organization with offices in Denver, Boulder, Cheyenne, Chicago, Morristown and Virginia Beach, AMG National Trust Bank has approximately $4.9 billion of assets under management*.
The success of our firm results from two fundamental practices:
- Meeting the diverse needs of our clients through a commitment to superior performance and client service.
- Providing our clients with independent, objective financial advice.
*Assets under management as of 1/2020
AMG National Trust Bank is built around the current and future needs of its clients. Our mission is to help clients achieve their unique financial goals by integrating sound judgment, objective investment advice and excellence in personal service.
Over 20 years of client surveys bear out our devotion to our mission and serving the needs of our clients. See what clients say about our performance and service.
“AMG National Trust Bank continues to provide me with good service backed by a conservative financial philosophy. I feel like my money is invested well, my estate is carefully looked after for my families’ future, and that my overall financial picture is in good hands. My advisor takes a personal and hands-on approach by being accessible, knowledgeable and by having my best interest in mind when offering me advice."
"I believe my advisor is doing a great job and I hope he/she continues down the same path for the next year. Overall, I am completely satisfied with AMG and I always recommend AMG to my friends, family and colleagues. I have made a great financial decision to be with AMG, and I look forward to continued growth from AMG and excellent asset management from my advisor.”