AMG launched our executive financial counseling service in 1972 with a revolutionary idea at the time. We believed that executives at prominent companies needed an independent financial partner dedicated to their success. Our solutions provide comprehensive, objective, and product-agnostic advice about how to maximize your career progression to create meaningful wealth.

Our experienced financial advisors counsel senior executives to develop and implement customized wealth management solutions that seek to take full advantage of compensation and benefits plans (e.g. stock awards, stock options, long-term performance awards, deferred compensation, disability, and insurance programs). We leverage input from our team of experts to help you capitalize on your opportunities for wealth creation and manage risks to build the future you desire.

Creating your comprehensive financial plan is only the start. AMG stays on top of the moving parts and lets you know when something needs to happen, so you can keep your plan on track to reach your goals.