Advisor Management Group
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725-218-3762

Advisor Management Group

Advisor Management GroupAdvisor Management GroupAdvisor Management Group

Helping clients simplify and protect their retirement dollars 

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About Us

Our Firm

Core Values

Core Values

Our team of independent financial professionals has more than 90 years of combined experience and education. Still, we never stop learning. Each year, we spend considerable amounts of time educating ourselves on the ever-changing financial market.

With an unparalleled level of professional excellence and integrity, we deliver this vast kno

Our team of independent financial professionals has more than 90 years of combined experience and education. Still, we never stop learning. Each year, we spend considerable amounts of time educating ourselves on the ever-changing financial market.

With an unparalleled level of professional excellence and integrity, we deliver this vast knowledge of comprehensive financial planning, estate planning strategies and wealth management to our clients across the country.

Our independent, open architecture platform utilizes best-in-class investment options. We strive to give our clients confidence that they have a team working for them at all times.

We utilize the latest technology, including a paperless office and eMoney software. In addition, we greatly respect our clients’ privacy and security concerns by using the strongest encryption software available today. 

Core Values

Core Values

Core Values

Trust

Is the foundation of a successful financial professional/client relationship. Knowing this, we are committed to earning your trust through open, direct and professional communication with all of our team members.


Transparency 

After creating your personalized strategy, we have access to thousands of third party investment options. We t

Trust

Is the foundation of a successful financial professional/client relationship. Knowing this, we are committed to earning your trust through open, direct and professional communication with all of our team members.


Transparency 

After creating your personalized strategy, we have access to thousands of third party investment options. We take time to fully explain these to you, along with our unbiased recommendations, to help you play an active and informed role in your plan. 


Simplicity

We are committed to providing a client-centered experience based in education. Money does not have to be complicated. By teaching you about the financial market and our principled approach, you can feel confident in your ability to make sound decisions that will benefit you and your family in the long run.



Our Approach

Core Values

Our Approach

Just as no two people are alike, neither are two investment strategies that we create. With a focus on understanding your unique life and goals, our approach is centered around a cyclical five-step planning process.


  1. Analyze your financial situation and establish goals.
  2. Create your long-term financial roadmap.
  3. Build your diversified investmen

Just as no two people are alike, neither are two investment strategies that we create. With a focus on understanding your unique life and goals, our approach is centered around a cyclical five-step planning process.


  1. Analyze your financial situation and establish goals.
  2. Create your long-term financial roadmap.
  3. Build your diversified investment portfolio.
  4. Address your wealth management risks and concerns.
  5. Assess and enhance your plan on a regular basis.

What we do at AMG

Why AMG

At Advisor Management Group (AMG), we are a service-based/ educational organization that works with clients who are looking to make sure their money is safe and protected. We believe that every individual and family deserves access to a trusted agent/advisor to help simplify often confusing financial and insurance policies. At AMG, we believe there is an appreciable difference between a trusted advisor and an emotionless, automated algorithm Robo-advisor. We consummate cutting-edge technology with veteran financial experts in a tech-forward agency, creating a new era of trusted advisors a digital on-demand agency.

Benefits of a Wealth Maximization Account

 

Topics to discuss during our first meeting

 

  • Risk assessment of your current strategy 
  • How to reduce reliance on Wall Street and banks
  • The 401(k) and stock market vs. a Wealth Maximization Account
  • How to get guaranteed income with tax advantages

 

  • How to eliminate risk in your retirement portfolio  
  • How to customize your unique financial plans
  • How to properly plan for Long Term Care, without buying LTC insurance
  • Maximizing your existing Life Insurance
  • And much more...

Contact Us

Drop us a line!

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Advisor Management Group

3080 South Durango Drive, Las Vegas, Nevada 89117, United States

725-218-3762

Hours *Pacific Time

Mon

06:30 am – 06:30 pm

Tue

06:30 am – 06:30 pm

Wed

06:30 am – 06:30 pm

Thu

06:30 am – 06:30 pm

Fri

06:30 am – 06:30 pm

Sat

07:30 am – 04:30 pm

Sun

Closed

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ADVISOR MANAGEMENT GROUP