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Tariffs Add Another Challenge for Investors to Consider
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AMG Wealth Management
Antonio Gomez
Founder & Wealth Management Advisor|CFP®, AEP®, RICP®, CLU®, ChFC®
Expertise | Integrity | Strength
Welcome to AMG Wealth Management!
Our Mission
Our mission is to partner with clients and develop lifelong relationships by providing expert guidance and clarity to help achieve financial goals.
-Tony Gomez (Founder & Wealth Management Advisor)
| Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success. |
Who We Serve
Our services are tailored to affluent individuals and families both locally and nationwide. We specialize in serving business owners & C-suite executives. We genuinely value the tremendous trust that our clients put in us every day by choosing to have our team in their corner.
Areas of Expertise
Investment Planning & Strategies
Insurance Protection Strategies
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Estate Planning
Education Planning & Funding
Business Employee & Executive Benefits Planning
Multigenerational Planning
CFP® - Certified Financial Planner™
What is a Certified Financial Planner?
A certified financial planner (CFP®) is a type of financial advisor who's earned one of the most rigorous certifications for financial planning knowledge. They must have several years of experience related to financial planning, pass the CFP® exam and adhere to a strict ethical standard as set by the Certified Financial Planner Board of Standards.
Unlike some other types of financial advisors, certified financial planners are held to a fiduciary standard, meaning they are obligated to act in their client's best interests.
What does a Certified Financial Planner do?
Financial planners who earn a CFP® designation must demonstrate proficiency in investment, risk management, tax, retirement, income and estate planning.
This means that they can work with clients to provide comprehensive services across a wide range of financial planning concerns.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
AMG Planning Insight
Boost your Financial Knowledge
