“We get to know you on both a financial and personal level. That’s how we provide the specific advice and comprehensive services to help you pursue your goals.”
— AMC Wealth Consulting Group
With a global focus and extensive experience, AMC Wealth Consulting Group takes the time to understand the uniqueness of each family and provide professional investment and wealth planning.
Using a disciplined approach built on a commitment to developing lasting relationships, we work closely with each generation to achieve your long-term goals and ease the challenges of major life milestones.
Our consultative services include specialized wealth planning that starts with portfolio management incorporating philanthropic and wealth transfer planning.
This holistic approach enables our team to build strong, personal relationships by looking beyond your assets and integrating all aspects of your financial life.
Our office locations
331 Newman Springs Road
Building 1, 3rd Floor
Red Bank, NJ 07701
299 Park Avenue
New York, NY 10171
Wealth management process
Well-defined and informed financial decisions
In line with creating your investment portfolio, we help ensure that informed decisions are made no matter what stage of life you are in or what financial challenges you face.
Our holistic investment management approach starts with portfolio performance analysis and an evaluation of your return requirements and risk tolerance.
Access to a wide range of services is essential to our relationship.