Concierge

approach

Comprehensive Wealth Management

Investment management is the core of wealth management, though it is only one element of building a successful long-term plan. At AMI, we coordinate your investments with the other components of your financial life to help you reach your goals:

 
  • What is my risk tolerance?
  • What kind of investments am I comfortable with?
  • At what age can we comfortably retire?
  • Does our estate plan cover all possibilities?
  • How will Medicare/Social Security impact my plan?
  • To what extent can we help our kids/grandkids?

We have a diverse range of clients, including individuals, families, entrepreneurs, entertainers, athletes, small business and large institutions. All of them have unique needs. Some have established relationships, while others need help identifying the professionals who will be instrumental to their life goals.

Many firms introduce a complexity to wealth management which is unnecessary and runs counter to having confidence in achieving your goals. For over two decades, AMI has guided our clients through this process in a manner that is clear, transparent and understandable to those not in the world of finance.

Contact us to learn more about how we can help.

Our Process: The Concierge Approach

The AMI wealth management team acts as a client’s advocate in all facets of financial planning.  

This “concierge” approach builds trust between all parties as investments are coordinated with other important aspects of wealth planning. Whether a client has their own professional or would like us to recommend experts in a particular field, we always remain on the same side of the table as our client. We also understand that this is an evolving process as life events may require occasional adjustments.

There are no additional fees for this service.

 

Simplifying The Path Towards A Secure Future.

As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.

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