Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Alan Gnoinski
Owner of AMG Financial
Alan Gnoinski brings over two decades of dedication and expertise to the wealth management field. As the Owner and Wealth Management Advisor at AMG Financial, Alan has built a reputation for providing solution-driven wealth management that balances low cost with high value. His Retirement Red Zone division focuses specifically on individuals nearing retirement, helping them navigate the final stages of wealth accumulation and transition into retirement income and preservation strategies. With a strong client base in both New York and Florida, Alan is well-versed in the nuances of regional financial planning, offering tailored guidance for retirement and beyond.
As a founding partner of Bearing Stone Wealth, he combines traditional strategies with modern financial tools to deliver customized solutions for his clients. Alan’s deep experience spans investment advisory services and strategic partnerships, particularly with CPAs and attorneys, to ensure comprehensive, tax-efficient plans tailored to each client’s unique needs.
Alan’s commitment to financial education shines through his Retirement Rescue Workshops, a resource for those wanting to learn in a sales-free environment. With a legacy of trusted partnerships and client-centered care, Alan is passionate about helping individuals pursue their financial futures with confidence and clarity.
Alan looks forward to helping you build a financial future.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.