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