A Better Way to Wealth
Comprehensive wealth management helps bring your vision to life and make opportunities a reality.
As a shareholder experiencing a corporate merger, you will face many considerations and potential outcomes that can reshape your financial situation in ways that you may not have planned for. Everything from long-term financial goals and tax exposure to estate plans and retirement strategy could be impacted.
Understanding your goals and values and the choices you may be facing is the first step toward feeling confident about your future.
As a local Colorado wealth management firm with clients across the nation, AMG has specialized in tailored financial planning and long-term wealth management for corporate executives. For over 50 years, AMG has helped business leaders navigate the financial realities of a merger—taxes, liquidity events, concentrated stock holding risk—with thoughtful planning designed around their goals and values for long-term security and peace of mind.
AMG’s integrated, fee-based approach brings together investment management, tax strategy, retirement planning, and estate considerations to create a clear, comprehensive view of your financial life. We help you make informed decisions about diversification, timing, liquidity, and planning for the goals that matter most to you and your family.
With AMG’s guidance this moment can become an opportunity to further your own lasting financial well-being.
To learn more please call or email Masood Dhunna, President Wealth Management, Bret Duvall, SVP Commercial Banking Division, or Emily Musser, VP of Client Relations at 303.694.2190.
Why Work With AMG
97%
“satisfied” in latest client survey
46 Years
length of longest client relationship
46 States
where AMG has clients across the U.S.
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Change may be inevitable, but uncertainty doesn’t have to be.
At AMG, wealth management starts with a clear understanding of your goals and values. This sets the foundation to create a meaningful wealth management solution tailored specifically to you Components of our Personal Financial Management (PFM) I\include:
- Financial Security Analysis – We help you identify your short- and long-term liquidity needs, understand the potential risks associated with disability, death, or changes in life situation, and review them against your current financial situation.
- Investment Advice & Portfolio Management – We develop and implement a personalized strategic investment plan and asset allocation strategy for your portfolio. Sophisticated performance reporting and clear account statements help you know your investments are on track.
- Retirement Planning – We help you explore the life you want to live in retirement and understand what you need to make it happen and how you can utilize the opportunities you have available to get there.
- Tax Planning – We help you find opportunities to build your wealth in a tax-efficient manner. Your advisor stays on top of the tax environment and provides relevant analysis to help you make tax-efficient decisions.
- Insurance & Risk Management Analysis – We help you identify your life and disability insurance needs, understand your liability exposures, and connect you with insurance experts to mitigate these risks. (AMG does not sell insurance or receive commissions from the sale of insurance or insurance-funded products.)
- Legacy & Estate Planning Analysis – We work closely with you to identify your legacy and estate planning goals and design strategies to accomplish these goals in alignment with your family situation.
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EACH OF OUR RELATIONSHIPS IS UNIQUE AND STARTS WITH A CONVERSATION.