Search Icon Search icon LOGIN LOGIN LOCK LOCK ICON FOR LOGIN SOLUTIONS RESEARCH & INSIGHTS ABOUT AMG CONNECT WITH US About AMG We help executives, business owners, high net worth individuals, and institutions discover a better way to wealth. OUR MISSION & VALUES AMG is built around the present and future goals of our clients, and we leverage our size, independence, and comprehensive offering to deliver a personalized experience at every step. While we’ve grown and evolved over the years based on client needs, our mission has remained unchanged. To help our clients achieve their unique financial goals by integrating sound judgment, objective investment advice, and excellence in personal service. We value every one of our client partnerships and work hard as a team to support their success. The feedback we receive each year from our annual client survey demonstrates that our commitment to client success is working. “In my opinion, AMG is more focused on the client’s success than other firms and fully understands that the client’s success is essential to AMG’s success.” – Gil & Kristin, Wealth Management clients 45 Years serving our clients as a trusted advisor 95% “satisfied” in latest client survey $7.6 Billion assets under management* Office Locations Office locations icon AMG Offices Denver, CO Asheville, NC Boulder, CO Cheyenne, WY Chicago, IL Hilton Head, SC Morristown, NJ Virginia Beach, VA LOCATION HOURS LOCATION HOURS ICON SEE ALL LOCATIONS & HOURS CALENDAR CALENDAR ICON SEE BANKING HOLIDAYS .cls-1{fill:#fff;}.cls-1,.cls-3{fill-rule:evenodd;}.cls-2{mask:url(#mask);}Arrow Left Arrow Right Right arrow icon I think AMG’s approach is more personal and genuine. My advisor’s expertise is a strong differentiator.” — Catherine, Wealth Management client They truly understand my entire financial picture. I’m extremely happy with AMG.” — Doug, Executive Financial Counseling client OUR HISTORY Throughout our exciting history, AMG has remained focused on understanding each client’s unique goals and helping them achieve success, however they define it. 1972 Seeing Opportunity Recognizing that senior executives at leading companies need a resource for comprehensive and independent financial counseling, Earl Wright and Dr. Michael Bergmann form Asset Management Group (AMG) as a division of a national investment bank. 1975 Going Independent So we can remain objective and continue to focus on the best interest of clients, our founders decide to purchase AMG to become an independent, fee-only financial counseling firm. *Assets under management figure includes assets managed and held in custody on 6/30/2021. How Can We Help? 800-999-2190 info@amgnational.com AMG offices SEND A MESSAGE WEALTH MANAGEMENT Personal Financial Management Legacy Planning Philanthropy Tax Services Trust Administration EXECUTIVE FINANCIAL COUNSELING For Executives For Employers & HR INVESTMENT MANAGEMENT AMG's Approach Investments for Individuals Endowment & Foundation OCIO Managed Portfolios Alternative Investments RETIREMENT PLAN SERVICES BANKING Private Client Banking Commercial Banking Nonprofit Banking ABOUT AMG Contact Us Careers Partner with AMG Leadership Team Community Engagement FANUM The Dome at AMG Banking Holidays Accessibility Security & Privacy Locations CONNECT WITH US Email updates icon Consult an Advisor Email Updates Email updates icon Subscribe to Insights Email updates icon Register for Events LinkedIn LinkedIn icon Follow on LinkedIn LOGIN LOGIN LOCK LOCK ICON FOR LOGIN Member FDIC. Equal Housing Lender. Investment Products: Not FDIC insured • No bank guaranty • May lose value. © 2020 AMG National Trust Security & Privacy