Wealth Management

Comprehensive wealth management creates opportunities for you and your family to do more with your assets. Through sound financial-security planning and diligent investment management, AMG National Trust Bank can help you capitalize on and maximize investment opportunities, manage risks and tax liabilities, protect assets and transfer them to your heirs.

Personal Financial Management (PFM) is integrated wealth management delivered by an advisor focused on your goals.

PFM includes:

  • A financial-security analysis to identify short- and long-term liquidity needs and assess your financial security in the event of retirement, disability or death
  • Tax planning to help you find opportunities to build your net worth and use your wealth in a tax-efficient manner
  • Retirement planning to provide recommendations regarding pension, savings and deferred compensation plans
  • Independent investment advice and portfolio management, including a personalized strategic-investment plan and asset-allocation strategy
  • An estate-planning analysis to identify your wealth-transfer objectives and the most effective strategy to use in light of your personal financial security and family situation
  • An insurance review to help identify your life- and disability-insurance needs and your property- and personal-liability exposures