Business Details
50+ Years
experience
Your Trusted Partner for Wealth Management Solutions
AMG National Trust has been a trusted partner in wealth management for over five decades, helping executives, business owners, high-net-worth individuals, and institutions achieve their financial goals. Our approach integrates personalized financial planning, investment management, tax strategies, and trust administration, all supported by decades of industry experience and a commitment to client-centric service. We leverage our independence and research-driven insights to deliver customized solutions that align with each client's unique objectives.Our team of experts focuses on building long-term relationships, ensuring clients benefit from consistent advice and comprehensive financial strategies. With a proven track record of client satisfaction and $8.7 billion in assets under management, we remain dedicated to evolving with our clients' needs while maintaining the highest standards of professionalism and trust.
Services
Wealth Management
Banking Services
Investment Management
Trust Administration
Tax Planning
Retirement Plans
Executive Financial Counseling
Alternative Investments
Commercial Banking
Nonprofit Banking
Details
- Year established: 1972
Highlights and features
- We offer 50 years of experience in personalized wealth management solutions.
- Our integrated approach combines financial planning, tax strategies, and investment expertise.
- We maintain a 95% client satisfaction rate based on annual surveys.
- Our team provides transparent, research-driven advice tailored to individual goals.
- We manage $8.7 billion in assets with a focus on client success.
Associations and certifications
- FDIC
What people say
Personal touch
Expertise
Client success focus
Transparent approach
Strong differentiator
Services
Wealth Management
Our wealth management services integrate financial planning, tax strategies, and investment management to help clients achieve long-term goals. We create customized solutions for executives, business owners, and institutions. With a focus on client partnership, we combine 50 years of experience with research-driven insights to deliver personalized financial strategies.
Investment Management
We offer research-driven investment management with a focus on risk-adjusted returns and tax efficiency. Our strategies include managed portfolios and alternative investments tailored to individual objectives. Backed by decades of market experience, we provide disciplined portfolio construction and ongoing optimization for clients across all wealth levels.
Trust Administration
Our trust administration services help clients preserve wealth for future generations through customized estate planning solutions. We combine legal expertise with financial management to create legacy strategies. With offices in Cheyenne, WY, we specialize in Wyoming trust benefits and multi-generational wealth transfer planning.
Commercial Banking
We provide tailored commercial banking solutions for businesses of all sizes, including financing and cash management services. Our relationship-based approach focuses on understanding each company's unique needs. Clients benefit from personalized service and expertise in supporting business growth and financial objectives.
Executive Financial Counseling
Our executive financial counseling helps corporate leaders maximize their compensation and benefits through comprehensive wealth strategies. We address stock options, retirement planning, and tax optimization specific to executive compensation packages. With specialized expertise, we help executives transition business success into personal wealth.
Questions
What wealth management services do you offer?
We provide comprehensive wealth management including financial planning, investment management, tax strategies, trust administration, and executive financial counseling tailored to individual client needs.
How do you customize financial plans for clients?
We develop personalized strategies through in-depth consultations, considering each client's unique goals, risk tolerance, and financial circumstances across all service areas.
Do you serve businesses as well as individuals?
Yes, we offer commercial banking, nonprofit banking, and executive financial counseling services alongside our wealth management solutions for individuals and families.
What areas do you serve?
We operate from eight U.S. locations including Denver, Chicago, New York, and California, serving clients nationwide through our integrated financial platform.
How can I access your investment management services?
Contact our Denver headquarters or local offices to schedule a consultation with our investment professionals who will match you with appropriate portfolio strategies.
What sets your trust administration apart?
Our trust services combine Wyoming's favorable trust laws with personalized estate planning to create efficient, multi-generational wealth transfer solutions.
