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- About AMG
About AMG
We help executives, business owners, high net worth individuals, and institutions discover a better way to wealth.
- Home
- About AMG
About AMG
We help executives, business owners, high net worth individuals, and institutions discover a better way to wealth.
OUR MISSION & VALUES
AMG is built around the present and future goals of our clients, and we leverage our size, independence, and comprehensive offering to deliver a personalized experience at every step. While we’ve grown and evolved over the years based on client needs, our mission has remained unchanged.
To help our clients achieve their unique financial goals by integrating sound judgment, objective investment advice, and excellence in personal service.
We value every one of our client partnerships and work hard as a team to support their success. The feedback we receive each year from our annual client survey demonstrates that our commitment to client success is working.
“In my opinion, AMG is more focused on the client’s success than other firms and fully understands that the client’s success is essential to AMG’s success.”
– Gil & Kristin, Wealth Management clients
45 Years
serving our clients as a trusted advisor
95%
“satisfied” in latest client survey
$8.1 Billion
assets under management*
Our Value to Clients
- Constantly aligned with our clients’ goals
- Deliver comprehensive financial solutions that are customized and research-driven
- Fully integrated across planning, implementation, and ongoing management
- Dedicated to client success
Leadership Team
Meet AMG’s talented leadership team that keeps everyone focused on delivering great client experiences.
Careers
Work in culture that encourages respect, collaboration, learning and growth to ensure we’re helping our clients succeed.
Security & Privacy
Understand how AMG safeguards your privacy, personal information, and accounts and what you can do to help.
News
View the latest news about AMG and our exciting work with clients and our communities.
The Dome at AMG
Experience our unique event space created to bring people together for idea sharing, business collaboration and community success.
Fanum at AMG
Explore our innovative coworking space and curated community that represents AMG’s commitment to entrepreneurs.
AMG Offices
- Denver, CO
- Asheville, NC
- Boulder, CO
- Cheyenne, WY
- Chicago, IL
- Hilton Head, SC
- Morristown, NJ
- Virginia Beach, VA
AMG Offices
- Denver, CO
- Asheville, NC
- Boulder, CO
- Cheyenne, WY
- Chicago, IL
- Hilton Head, SC
- Morristown, NJ
- Virginia Beach, VA
—Dan, Wealth Management client
—Gil & Kristine, Wealth Management clients
—Gerry, Wealth Management client
—Mikey, General Manager & Commercial Banking client
—Jim & Tracy, Wealth Management clients
—Thomas, Commercial Banking client
—Tatum, Director of Finance & Nonprofit Banking client
— Catherine, Wealth Management client
— Doug, Executive Financial Counseling client
— John & Anne, Trust clients
— George, Executive Financial Counseling client
—Bryant, Wealth Management client
—Shawn, Executive Financial Counseling client
—Terry, Founder & CEO, Nonprofit Banking client
—Dan, Wealth Management client
—Gil & Kristine, Wealth Management clients
—Gerry, Wealth Management client
—Mikey, General Manager & Commercial Banking client
—Jim & Tracy, Wealth Management clients
—Thomas, Commercial Banking client
—Tatum, Director of Finance & Nonprofit Banking client
— Catherine, Wealth Management client
— Doug, Executive Financial Counseling client
— John & Anne, Trust clients
— George, Executive Financial Counseling client
—Bryant, Wealth Management client
—Shawn, Executive Financial Counseling client
—Terry, Founder & CEO, Nonprofit Banking client
Our History
1972
Seeing Opportunity
1975
Going Independent
1975
Expanding to Do More for Clients
1979
Adding In-House Tax Compliance Experts
1980
The East Coast Welcomes AMG
1981
Growing Our Alternative Investment Offering
1984
Adding a Midwest Presence
1994
Putting Our Recommendations into Action
1995
Helping with Philanthropy & Tax Planning
1999
Launching Our Wealth Management Platform
2001
Offering Trust Services
2004
Expanding into Virginia
2007
AMG Hosts Former Fed Chairman Alan Greenspan
2008
Adding Banking Services and a Boulder, Colorado Office
2012
Offering the Benefits of Wyoming Trusts
2015
New Denver Headquarters
2015
AMG Hosts Apple Co-Founder Steve Wozniak
2016
Lord Mervyn King Speaks to AMG Clients
2020
AMG and Boys Arnold Team Up
From time to time, publication or rating services or organizations unaffiliated with us may rank, rate or recognize us for our services or offerings. We have not paid such services organizations for any such review. We also have not completed due diligence on such organizations for any purposes and do not endorse or recommend any such services or organizations.
*Assets under management figure includes assets managed and held in custody on 3/31/2024.