About AMG

Since 2005, AMG Financial has been a trusted partner in wealth management, providing tailored, solution-oriented financial strategies for individuals. As an independent advisory firm, our clients’ needs always come first, free from the influence of company mandates or product quotas. This independence allows us to deliver personalized solutions designed solely with your best interests in mind.

AMG Financial is partnered with BearingStone Wealth to add unique tools and collaborative wealth management techniques. Blending the traditional and modern concepts.

AMG Financial is proud to partner with Avantax, giving us the unique advantage of working closely with CPAs to develop tax-efficient strategies backed by the latest technology. This collaboration ensures that our clients’ financial plans are not only robust but also optimized for maximum tax benefits.

Our expertise spans a wide range of financial needs, including:

Strategic Wealth Management: Crafting solutions to fit each client’s unique financial goals.
Problem-Solving Approach: Addressing complex challenges with clear, results-driven strategies.
Sole Proprietor Support: Leveraging our understanding of the unique financial opportunities and demands faced by business owners.
Estate and Divorce Financial Planning: Through our strategic partnerships with attorneys, we support our clients with comprehensive planning for life's transitions.

We also believe in the power of education to empower clients in their financial journey. That’s why we established the Retirement Rescue Workshop, a public initiative dedicated to educating and supporting those approaching retirement on everything from income planning to asset protection.

At AMG Financial, we’re committed to delivering trusted guidance with integrity and innovation, ensuring that every client can navigate their financial future with clarity and confidence.

Take a tour of our Offices in Williamsville

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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