Our Process

Efficiency and the ability to execute a plan is fundamental.

At AMG-Inc, we are a solution based firm!  Time is our greatest value and we ensure that a moment won’t be lost on our clock.  Efficiency and the ability to execute a plan is fundamental.   So, this is how we work…


1. Discovery
  • What’s your story!  One the joy’s off my career is having the opportunity to sit with individuals, family’s and businesses to simply listen.  Through my experience, it is evident that everyone is so uniquely different.
  • Second, we also want to ensure that our firm is an appropriate fit.  Due to the level of planning and value we bring, our services are truly tailored to a selective group.  Below are the key components we look for
    • Chemistry:  Will this relationship work long term?
    • Realistic Goals:  Can we add value?
    • Investment minimum criteria
2. Strategy
  • Through the discovery stage, we will identify both your concerns and goals for short and long term time horizons.
  • Through education, use of technology, and analytics, we together customize a plan specifically for you. There is no such thing as “one size fits all”.  As we work together through this step we want to ensure your comfort and understanding behind the investment plan we build.
3. Execute
  • Game Time!  A goal without a plan is just a wish.  Now that we have a plan, we must commit in a pursuit until I your goal is reality.
  • Our team at AMG-Inc. are the best in executing the implementation of this phase.  From the original transfer of assets, to the ongoing communication of future years, we will not fall short in how we execute.  We will not give up until your goals are met.
4. Monitor & Adjust
  • Vital!  Often times, the goals of our clients do not change, but life does.  Therefore, monitoring and remaining pliable is key.
  • A review schedule is agreed upon by our team and you for each and every year.  Through every review that we have, we will revisit:
    • What we’re doing?
    • Why we’re doing it?
    • Are we on track?
    • How are we performing?
    • Changes that should be considered?

Core Services

Money Management

AMG-Inc. and its associates believe in ultra-diversified portfolios that focus on capital preservation, growth, and low-cost investment options.

Income Planning

The foundation of your retirement! As essential as your retirement income stream is, AMG-Inc. has worked diligently to become respected as one of the leading firms in advanced income planning among its peers.

Business Planning

At AMG-Inc we enable the financial health of entrepreneurs through advance tax planning so that you can focus on the growth and day-to-day operations of your business.

Contact Us

Or call us at 678-792-5855

Office Locations:

2300 Lakeview Parkway Suite 700 Alpharetta, GA. 30009

125 Townpark Dr. NW Suite 300 Kennesaw, GA. 30144

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