Asset Management Group, Inc. Employee Directory

Financial ServicesUnited States11-50 Employees

Integrity, innovation and excellence since 1983.  When your life savings are at stake, you need advice you can trust.  You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials.

Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future.  Your investments will be conservative, so that you won't worry about running out of money during your retirement.  Your loved ones can be protected.  You can set aside money to send your children to college and create a plan to achieve whatever you want from life. 

We attribute our success to the following six elements: 

1. Character: The integrity, honesty and trust-worthiness we exhibit are paramount to a functional relationship with our clients. 

2. Chemistry: A connection between us and our clients engender confidence and satisfaction in our relationship. 

3. Caring: We make every effort to work in the best interest of our client. 

4. Confidence: Our clients have expectations about our capabilities, expertise, experience and professionalism that must be met and, ideally, exceeded. 

5. Consultative: Our ability to combine and deliver the multitude of strategic, product, service and behavioral aspects of wealth management to our clients in a way that create a "customized" solution and experience. 

6. Cost Effective: Our clients expect to pay for the expertise of an advice professional, but they want to pay a fair price for the right service. 

Asset Management Group, Inc. Blog- amgplanning.wordpress.com 

Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a registered investment advisor offering high net worth individuals personal advice.

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