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Corporate Executives

As a corporate executive, your career offers financial opportunities created by you and your company's success. AMG's Executive Financial Counseling service helps you capture these opportunities and turn them in to future financial security and oftentimes wealth-building experiences.

Since 1976, AMG National Trust Bank has provided fee-only corporate financial counseling to executives of major U.S. institutions. We build personalized strategies taking advantage of the executive’s corporate benefits and incentive programs, which can be exceptional wealth building opportunities. Each executive's financial strategy incorporates sophisticated investment, estate, income tax, cash flow management, risk control and career financial planning, all of which cover specific planning horizons for an executive's career.

AMG's Executive Financial Counseling program helps you maximize the financial success of your career and achieve your personal family and career goals.

How can we help?
Call 800-999-2190 or email us

Financial Counseling

Whether you are just beginning a successful career, wondering how to harvest your entrepreneurial success or need help to manage your wealth, AMG National Trust Bank provides expert service and guidance tailored to your situation. This fee only service helps you secure your financial future by:

  • Developing short- and long-term financial strategies that take advantage of compensation programs such as stock options, restricted awards, deferred compensation and incentive award programs within corporate institutions
  • Helping build a strategy to create economic success after a successful entrepreneurial career. This requires astute tax planning complemented by investment planning and execution that can build on the entrepreneurial financial success
  • Examining different wealth-preservation techniques and helping implement trusts, foundations and similar instruments
  • Reviewing estate plans in light of overall financial plans and recommending adjustments when appropriate