Executive Financial Counseling
Financial counseling is a valued corporate benefit because it supports business success for the company and financial security for its senior executives.
Executive Financial Counseling
Financial counseling is a valued corporate benefit because it supports business success for the company and financial security for its senior executives.
TURNING BUSINESS SUCCESS INTO FINANCIAL SECURITY
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.
95%
“satisfied” in latest client survey
47 States
where AMG has clients across the U.S.
45 Years
length of longest client relationship
AMG’s Value to Our Clients
Executive Financial Counseling
Executive Financial Counseling for Employees
Integrated financial counseling for senior executives delivered one-on-one by an experienced advisor focused on your goals.
Executive Financial Counseling for Employers & HR
Improve your ability to attract and retain top talent with a financial counseling benefit your leaders value.
