AMDG Wealth Management
AMDG Wealth Management is nationally recognized as a top wealth management team dedicated to helping generations of families navigate their wealth. Throughout our combined 73 years, we have prioritized a personalized client experience that focuses on what matters most: going beyond investments to include decisions around planning, lending, philanthropy, and liquidity events. Our team prides ourselves on offering the best of both worlds - the intimacy and customization our families deserve combined with the resources, capabilities, and security of a global bank.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
