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Partner with AMG to Grow
Explore AMG’s comprehensive suite of services and back-office support as you plan for your firm’s future.
You are here:
Partner with AMG to Grow
Explore AMG’s comprehensive suite of services and back-office support as you plan for your firm’s future.
Consider AMG
A “Top-Performing Community Bank,” recognized by Independent Banker magazine, AMG is a well-capitalized and independent wealth management firm with a highly successful commercial banking division.
We are growing strategically with potential partners who share our client-first focus and values, specifically community banks with:
- Locations in complementary geographic markets with favorable high-net-worth demographics.
- Strong local brands and leadership talent.
- Interest to partner with AMG to accelerate future growth.
Benefits of Partnering with AMG
Extend Your Reach to Serve Clients Anywhere in the U.S.
With AMG, you will be part of a well-capitalized national firm that offers nationwide, fee-only fiduciary services.
Create Shareholder Liquidity
Create liquidity options for shareholders through a financially beneficial exit or equity-diversification strategy.
Leverage Capital To Accelerate Growth
Leverage our substantial capital base to enhance your market share and influence.
Enjoy Economies of Scale
Consolidate technology, compliance, audit, and other resources to lower costs and enhance shareholder returns.
Enhance the Client Experience
Improve the client experience and open new revenue sources with comprehensive and integrated solutions.
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Plan for Your Future—and Your Clients’
Talk with us. We are interested in merging with like-minded practices and exploring ways to promote our mutual success.
Are You Missing...
AMG’s comprehensive and holistic solutions are seamless and well-integrated and that counts for a lot versus the clunky workarounds we previously had.
CONTACT M&A TEAM
A Client-First Culture
We know that being a trusted counselor and advisor is more than a list of services. It is how these services are combined and delivered that creates real wealth and financial peace of mind.
Throughout our exciting history, AMG has thoughtfully expanded its capabilities organically and through acquisition to help our clients achieve success, however they define it.
2020
AMG and Boys Arnold Team Up
AMG and Boys Arnold finalize their merger on June 1, 2020. As a result, AMG expands its southern presence with new office locations in Asheville, North Carolina and Hilton Head Island, South Carolina.
2012
Offering the Benefits of Wyoming Trusts
AMG opens a trust office in Cheyenne to help clients from across the country take advantage of the tax and administrative law benefits provided by Wyoming trusts.
2008
Adding Banking Services and a Boulder, Colorado Office
Recognizing that many clients have specific banking needs, AMG adds private client and commercial banking services to its comprehensive list of financial solutions. Boulder becomes a new, convenient location for clients.
2004
Expanding into Virginia
AMG acquires Old Dominion Trust Company in Virginia to expand the solutions available to clients in the Southeast.
2001
Offering Trust Services
AMG acquires the trust department of Guaranty Bank & Trust, a premier Colorado bank. This provides AMG clients with an integrated solution across their lifetimes and an easier way to build a family legacy.
1999
Launching Our Wealth Management Platform
AMG introduces Personal Financial Management (PFM). This fully integrated wealth management solution becomes our primary platform for helping clients manage their wealth, all in one place.
1995
Helping with Philanthropy & Tax Planning
The AMG Charitable Gift Foundation launches to provide clients with a convenient way to integrate charitable giving with tax planning. AMG also adds bill paying and household bookkeeping services to help simplify our clients’ financial lives.
1984
Adding a Midwest Presence
AMG opens its Chicago office to provide a central location for serving our growing number of corporate and individual client relationships in the Midwest and South.
1981
Growing Our Alternative Investment Offering
Seeing the value of alternative investments in portfolio diversification, AMG’s affiliate Asset Management Group Investment Corp. (AMGIC), starts establishing private fund structures for alternative investments to expand client access to opportunities at lower investment minimums.
1979
Adding In-House Tax Compliance Experts
Knowing that tax implications are an important factor in our clients’ financial decisions, AMG hires a team of in-house tax experts to provide tax research, advise on tax compliance issues, and prepare tax returns.
1975
Going Independent
So we can remain objective and continue to focus on the best interest of clients, our founders decide to purchase AMG to become an independent, fee-only financial counseling firm.
AMG Offices
- Denver, CO
- Asheville, NC
- Boulder, CO
- Cheyenne, WY
- Chicago, IL
- Hilton Head, SC
- Morristown, NJ
- Virginia Beach, VA