AMG TrustsStart your family trust todayLearn more

Legal

Privacy Policy

Last updated: January 2026

Overview

AMG & Associates ("AMG," "we," "us") respects your privacy. This Privacy Policy describes how we collect, use, and safeguard information when you interact with our website, our team, and our services.

Information We Collect

We may collect information you voluntarily provide — including name, email, phone, state of residence, and details about your financial situation submitted through our forms or webinars. We may also collect basic technical information from your device for analytics and performance.

How We Use Information

We use your information to respond to inquiries, deliver requested resources, schedule consultations, provide ongoing planning communication, improve our services, and comply with applicable regulations.

Information Sharing

We do not sell your personal information. We may share information with vendors and service providers acting on our behalf, with insurance carriers when implementing your strategy, and as required by law.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No method of transmission is 100% secure.

Your Choices

You may unsubscribe from marketing communications at any time. You may request that we update, correct, or delete information by contacting us at Mondo@amg-associates.com.

Contact

Questions about this policy? Email Mondo@amg-associates.com or call 321.469.4277.

Schedule Consultation