Wealth360
A full-circle approach to financial clarity.
Wealth360 is AMG's guided process for understanding your goals, designing the right strategy, and helping you move forward with confidence.
The Five Steps
Discover. Design. Protect. Deliver. Review.
Discover
We learn your story, goals, family needs, current assets, concerns, and future vision.
Design
We build a tailored strategy that may include retirement income, insurance, tax-efficiency, legacy planning, and protection.
Protect
Fortify your estate plan with our in-house trust writer, notary, and educator — so documents, assets, and intent align.
Deliver
We walk you through your options clearly, help you make informed decisions, and support implementation.
Review
Your life changes. Your strategy gets reviewed as your goals, income, family, and opportunities evolve.
Interactive
Your Wealth360 journey, stop by stop.
Select any stop on the map to see exactly what happens, what you bring, and what we deliver — full transparency, start to finish.
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Showing stop 1 of 5: Discover
Discover
Where you are today
We start by listening. Goals, family, income picture, current accounts, and the future you're trying to build.
- Timing
- Meeting 1 — about 45 minutes
- You bring
- Statements, questions, and your goals
- We deliver
- A clear picture of your starting point
- Asset & income inventory
- Family and dependents
- Risk tolerance & horizon
- Your definition of success
Swipe or tap a milestone
Diagram
A continuous cycle, not a one-time event.
Financial planning is not a delivery; it's a relationship. Wealth360 is the rhythm we keep with every client — disciplined, coordinated, and built to adjust over time.
In-house Protection.
Wealth360 now includes an internal trust writer, notary, and educator dedicated to fortifying your estate planning. This means your documents, assets, and intent are coordinated under one roof — so your plan protects what you've built and passes it forward with clarity.
- Internal trust writer
- Licensed notary services
- Client education sessions
- Document-to-asset coordination
Discover
We start by listening. Goals, family, current accounts, income picture, concerns, and the future you're trying to build.
- Current asset and income inventory
- Family and dependent considerations
- Risk tolerance and time horizon
- What 'success' actually looks like for you
Design
We build the strategy. It may include retirement income, life insurance, IUL, annuities, tax-efficiency, business protection, and legacy structure.
- Retirement income architecture
- Tax-aware positioning
- Protection layering
- Legacy and beneficiary coordination
Protect
We fortify your estate plan with our internal trust writer, notary, and educator. Documents, assets, and intent are aligned so your legacy actually moves forward.
- In-house trust writing
- Notary services
- Educator-led client guidance
- Estate plan fortification
Deliver
We walk you through the design step by step, answer every question, and support implementation with care.
- Plain-English explanations
- Side-by-side comparisons
- Carrier-agnostic recommendations
- Implementation support
Review
Life changes. Plans should too. We meet regularly to make sure the strategy still reflects your reality.
- Scheduled annual reviews
- Life-event check-ins
- Adjustments as conditions evolve
- Long-term relationship, not a one-time transaction
Next Step
Walk through Wealth360 for your situation.
Bring your questions. We'll bring the framework.