A Better Way to Wealth
Comprehensive wealth management helps bring your vision to life and make opportunities a reality.
A Better Way to Wealth
Comprehensive wealth management helps bring your vision to life and make opportunities a reality.
THE ART OF LIVING WITH FINANCIAL CONFIDENCE
Whether planning for retirement, pursuing new endeavors, or transferring wealth to the people and causes most important to you, allow us to help you create a legacy as majestic as The Cliffs.
Our goal is to create opportunities for you and your family to do more with your wealth.
COMPREHENSIVE WEALTH MANAGEMENT
When you work with our wealth advisors, you gain access to a framework that empowers you to make informed decisions to enhance your financial security, grow your wealth, and achieve your short- and long-term financial goals.
Specific key advantages of our Personal Financial Management (PFM) service include:
Comprehensive Financial Guidance: Our unique cash flow-based and comprehensive financial planning process covers all aspects of your financial life.
Financial Security Scenarios: We take a deep dive into your financial situation, considering income sources such as employment and investments. Our goal is to help you define your retirement readiness and navigate potential risks such as disability, premature death, or significant life changes.
Customized Cash Flow Planning: We help you identify and plan for both short-term and long-term cash needs, ensuring you’re well-prepared for various financial events and liquidity requirements.
Integrated Tax Strategy: Our insightful tax analysis empowers you to make informed, tax-efficient decisions to optimize withholding, minimize alternative minimum tax, estimate tax payments, and implement planned giving strategies.
Expert Investment Management: Leveraging our proprietary global economic and market research, we craft a personalized strategic investment plan and asset allocation strategy aligned with your financial goals and risk tolerance — and implement it on your behalf. We regularly update the plan to adapt to changing circumstances and evolving market conditions.
Wealth Transfer and Legacy Planning: We work closely with you to identify your goals for passing on wealth to future generations and supporting charitable causes you care about. We provide guidance and assistance in implementing effective strategies to achieve these objectives.
Personalized Risk Management: We evaluate your insurance needs and provide clarity on personal liability exposures related to property and vehicle ownership, helping you protect your financial well-being and future goals.
95%
satisfied in latest client survey
47 States
where AMG has clients across the U.S.
45 Years
length of longest client relationship
Serving Western North Carolina
Since 1976
1272 Hendersonville Road
Asheville, NC 28803
828-274-1542
info@amgnational.com
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PERSONAL FINANCIAL MANAGEMENT (PFM)
Personal Financial Management (PFM) is a tailored, integrated and comprehensive solution for those seeking unbiased, all-encompassing financial planning combined with the executional efficiency of discretionary investment management.
As appropriate, you have access to exclusive investment opportunities and other solutions to help accomplish financial goals and objectives.*
FINANCIAL PLANNING INTEGRATED WITH DISCRETIONARY INVESTMENT MANAGEMENT
- Global economic and asset class research
- Portfolio strategy and asset allocation
- Investment selection, monitoring and execution
- Financial security scenarios through retirement and in case of disability or early death
- Compensation and benefit planning
- Cash flow planning
- Tax planning
- Tax-efficient wealth transfer and legacy planning
- Personal risk assessment
*Other solutions offered for a specific service fee. Certain solutions may be available only to accredited investors or clients for whom AMG holds assets in custody.
FREQUENTLY ASKED QUESTIONS
WHEN DID BOYS ARNOLD JOIN AMG?
On June 1, 2020, Boys Arnold and AMG National Trust finalized their merger to join together under the umbrella name of AMG National Trust, headquartered in Denver, Colorado. Both firms have provided private wealth management solutions since the 1970’s.
“Throughout our history, we’ve had the opportunity to build out a comprehensive offering that complements our investment management expertise, like tax, donor-advised funds, retirement plan services, trust administration, and banking. Combine this great portfolio of services with the incredible talent of the Boys Arnold team, we feel we have a winning formula for success.” —Earl Wright, AMG Chairman and Co-Founder
“Our shared sense of values, our shared vision for the future of the industry, and our shared experiences make this merger exciting for the Boys Arnold team. We look forward to our future together as a combined company.” —Tommy Arnold, Wealth Counselor and Former Chairman of Boys Arnold
DOES AMG ACT AS A FIDUCIARY?
AMG acts in various fiduciary capacities depending on the services being provided. In general, AMG provides a high level of advice to our clients on a fee-only basis. AMG advisors do not sell products nor receive any transaction-related commissions. We put our clients’ interests first.
HOW IS AMG NATIONAL TRUST REGULATED?
AMG National Trust is chartered by, and subject to the regulatory oversight of, the Office of the Comptroller of the Currency (OCC). The OCC, a bureau of the U.S. Department of the Treasury, charters, regulates, and supervises all national banks and federal savings associations. The OCC has extensive rules and regulations with which banks must comply. It supervises banks regarding all aspects of a bank’s operations, including fiduciary responsibility.
AMG must also comply with all relevant Federal Deposit Insurance Corporation (FDIC) requirements. Additionally, AMG’s parent company, AMG National Corp., is a financial holding company subject to supervision and examination by the Federal Reserve Board.
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EACH OF OUR RELATIONSHIPS IS UNIQUE AND STARTS WITH A CONVERSATION.