AMG Wealth Management

AMG Wealth Management is an AMG subsidiary focused on making investments in leading boutique wealth advisory firms. This business is an extension of AMG’s successful partnership model, with an approach that is tailored to meet the unique attributes of independent wealth advisory firms.

Our Approach

AMG WM’s approach emphasizes alignment of interests through:

  • Permanent partnerships supported by clients, employees and partners
  • Continued operating independence for our partners
  • Retention of brand, culture, and investment and client service processes
  • Meaningful retained equity ownership by management
  • Future liquidity on management’s retained equity, and “recycling” of ownership to next generation management

Long-Term Support

AMG WM offers its Affiliates a broad range of services to help grow, manage and scale their businesses:

  • New business and growth initiatives
  • Strategic advice (e.g. management development and succession, incentive structures)
  • Best practices advice in the areas of legal/compliance, IT, and HR, among others
  • Operational and outsourced business support

AMG Wealth Management Affiliates

Baker Street Advisors Logo

Baker Street Advisors

Baker Street Advisors Logo

Baker Street Advisors

San Francisco, CA

Baker Street Advisors provides customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations.

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myCIO Wealth Partners Logo

myCIO Wealth Partners

myCIO Wealth Partners Logo

myCIO Wealth Partners

Philadelphia, PA

myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm, providing customized financial counseling services.

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Veritable Logo

Veritable

Veritable Logo

Veritable

Newtown Square, PA

Veritable, LP provides comprehensive wealth advisory services to ultra-high net worth individuals and families.

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Welch & Forbes Logo

Welch & Forbes

Welch & Forbes Logo

Welch & Forbes

Boston, MA

Welch & Forbes offers a broad range of investment and fiduciary services related to the management of assets.

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