Experience the Wealth360 Advantage™. a fully integrated financial system designed to build, preserve, and protect wealth across generations.
At AMG & Associates, our focus is on maximizing your financial growth without cutting corners. Our dedicated experts analyze your unique situation and deliver precise strategies designed to ensure optimal results.
AMG & Associates provides holistic financial planning tailored to meet your unique needs.
Minimize your tax liabilities legally and efficiently with expert advice from AMG & Associates.
Optimize your investments with growth-focused strategies crafted by AMG & Associates.
Secure your future with retirement solutions designed by AMG & Associates to offer peace of mind.
At AMG & Associates, we believe everyone deserves a clear path to financial success. Our mission is to guide you in building a robust financial plan that grows with you, adapting to your needs and ambitions. We specialize in helping clients reach their financial goals through personalized, effective solutions that put you on the path to lasting financial security.
Tailored Financial Planning
Proactive Wealth Management
At AMG & Associates, our dedicated team of consultants is here to empower you with financial insights that make a difference. From retirement planning to wealth management and investment advice, we support your journey with actionable insights and personalized service. Trust AMG & Associates to help you build a financially secure future.
Your legacy is more than just wealth; it’s the values, security, and future you leave behind for your loved ones. At AMG & Associates, we offer structured estate planning solutions designed to help you protect and pass on your assets according to your wishes. Our team works closely with you to ensure that every detail of your estate plan reflects your unique vision and priorities, providing peace of mind for you and a secure future for those you care about.
Our consultants at AMG & Associates help you develop an estate plan tailored to your individual goals, family needs, and values.
Safeguard your wealth with strategies that protect your assets from taxes, creditors, and unexpected expenses.
Establish clear legal documents, such as wills and trusts, to ensure your wishes are honored and your loved ones are cared for.
The experts at AMG & Associates are committed to maximizing your financial potential. We offer personalized strategies and comprehensive planning to ensure you make the most of your resources and achieve financial stability. Our client-centered approach is designed to support you every step of the way.
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Tailored plans that align with your goals and values, designed by AMG & Associates.
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Effective strategies for building and protecting your wealth with guidance from AMG & Associates.
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Proactive identification and mitigation of financial risks with the support of AMG & Associates.
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Plan your legacy with structured estate planning solutions from AMG & Associates.
Client Satisfaction
Total Assets Managed
Financial Strategies Delivered
With a track record of exceptional client success, AMG & Associates delivers results that consistently exceed expectations. Our expertise, combined with our commitment to client satisfaction, makes us a trusted partner in financial planning and wealth management.
At AMG & Associates, our clients are at the heart of everything we do. We are proud to have helped individuals and families achieve financial security, build wealth, and plan for the future with confidence. Our commitment to personalized service and expert guidance has earned us the trust of clients who value a partner that truly understands their unique financial goals. Here’s what some of our satisfied clients have to say about their experiences with AMG & Associates and how we’ve made a difference in their financial journeys.
"Mondo and AMG team, this shout out is for you!! I truly appreciate you guys pulling through and going above and beyond in helping me and my family get set up for long term financial success. From the knowledge share, patience, compassion, flexibility in being able to make time and meet with me, and walking me through the best strategy for creating generational wealth, you guys really brought this home. Thank you! I highly recommend your team to anyone who is looking to build long term generational wealth for their families. You guys are the best!"
"Mondo and his team were exceptional to work with. I genuinely looked forward to our calls. I had numerous questions, and Mondo took the time to thoroughly walk me through each one, addressing all possible scenarios. He crafted the perfect plan to ensure my family and I are well taken care of in the future. I highly recommend him, his team and the insurance policies they can offer!"
" I am extremely satisfied with my interactions with AMG Associates, and in particular, with Ahmande “Mondo” Grimes and Juan. They helped me with the purchase of my current life insurance policy. They were very professional and friendly, answering every question and concern I had. Mondo and Juan responded to my questions in a timely manner. They gave advice on various ways on how to take advantage of this policy. I highly recommend AMG and Ahmande and his partners for all insurance needs."
"We were looking for someone that could help us strategize with the best life insurance policy for our family, and were specifically looking to utilize private banking so we could make and create generational wealth for our offspring. When we found Mondo at AMG, we knew he was the absolute best guy for the job! He is so knowledgeable and was able to answer all our questions, while also strategizing to meet our specific needs. Not only that, he was able to get a policy for our little one without a birth certificate and SSN, but instead we were able to get him a policy using his passport! This is HUGE for us, as setting up a policy for our little was was so important to us.
Mondo is so great to work with, and throughout the process I would easily call him a friend as we can tell he genuinely cares about all of his clients and meetings their specific needs. We can’t recommend Mondo enough!! "
We understand that choosing the right financial partner is a big decision. Here are answers to some of the most common questions about AMG & Associates and our services.
We integrate tax, trust, and retirement planning under one roof, giving clients a holistic strategy rather than piecemeal advice. Our approach is relationship-driven, with a focus on integrity, protection, and long-term legacy.
Our core values are Relationships, Integrity, Learning, Making a Difference, and Excellence. These principles shape the way we serve every client
AMG & Associates specializes in tax-free retirement planning through max-funded Indexed Universal Life (IUL) policies. Beyond that, we integrate a full suite of wealth-building and protection services, including:
Tax-Free Retirement Strategies (IULs structured with TAMRA & DEFRA guidelines)
Annuities & Lifetime Income Planning
Trust & Estate Planning (with in-house legal services)
Tax Strategy & CPA Advisory (tax-efficient wealth management)
Asset Protection & Risk Management
Business & Credit Solutions (for entrepreneurs and professionals)
Our Wealth360 Advantage System brings these services together under one plan, giving clients a comprehensive strategy to build, protect, and transfer wealth for future generations.
Wealth360 Advantage™ is our tailored, full-spectrum planning system. Combining IUL strategies, tax-efficient retirement, annuities, and estate planning, to help you retire tax-free and protect your legacy.
We begin with a no-obligation strategy session to understand your goals. From there, we design a custom plan, then walk you through implementation, ongoing reviews, and adjustments. You’ll hear from us regularly, via whichever mode you prefer: virtual, phone, or in-person.
You pay nothing to us! Our services are funded through the insurance carriers whose products we recommend. These are built into the product structure and do not affect your net returns or out-of-pocket costs.
Getting started is easy! Simply contact us through our website or give us a call. Our team will walk you through the first steps and help you choose a service plan that fits your needs.
© 2025 AMG & Associates - All Rights Reserved. Partnering with you on your financial journey with expert advice and tailored solutions.
(321) 469-4277