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Solutions

With our comprehensive solutions, we’ve seamlessly connected every aspect of our firm to deliver on your success.

Whether you’re looking to maximize your executive benefits, grow your wealth, strengthen your retirement security, manage your organization’s assets, or secure a loan to achieve your business goals, AMG has the expertise and experience to be a valued partner.

45 Years

serving our clients as a trusted advisor

95%

“satisfied” in latest client survey

$7.3 Billion

assets under management*

A Better Way to Wealth

Better because it starts and ends with your goals, and evolves as you do.
Better because it integrates all facets of managing your wealth.
Better because it’s implemented and managed by an experienced partner focused on your success.

Wealth Management

Realize opportunities to achieve more in life with AMG’s integrated approach to wealth management.

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Investment Management

Pursue your unique investment goals with AMG’s independent, research-driven approach to investment management.

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Executive Financial Counseling

Turn business success into personal wealth by leveraging your career and executive benefits as part of a broader financial plan.

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Endowment & Foundation OCIO

Tells us your mission, and we’ll help you achieve it with expert counsel about managing your assets.

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Tax Services

Integrate tax management into your broader financial plan to take advantage of unique opportunities and control your tax payments.

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Retirement Plan Services

Offer a customized retirement plan that your employees value by leveraging AMG’s experience helping companies of all sizes.

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Trust Administration

Provide for loved ones and future generations using the wealth you've created and know they'll be secure.

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Banking

Work with an innovative banking partner who helps individuals, businesses, and nonprofit organizations prosper.

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For more information about what makes AMG unique, how we partner with clients to help them achieve success, or any of our financial solutions, please let us know. We look forward to connecting with you.