America Group has helped families and business owners leverage the knowledge, experience, and resources required to pursue their life goals with confidence. With an emphasis on integrity and transparency, our commitment to providing unparalleled service, coupled with a highly personalized and disciplined approach to wealth planning, has enabled us to develop meaningful long-term relationships with generations of our clients.

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Our comprehensive approach to wealth management focuses on integrating all aspects of your financial life as we seek to help you:
 

• Fully assess your current situation, goals and desires

• Overcome obstacles and challenges

• Recognize and pursue opportunities

• Manage liquidity and cash flow needs

• Learn new ways to minimize taxes and invest more effectively

• Adapt strategies to changing life goals or market events

• Pursue multiple objectives and life-stage goals

• Achieve a greater understanding of financial management principles

 

Simplify the wealth management process while reducing financial anxiety.

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Our comprehensive planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important considerations:

Financial Planning

• Cash flow analysis

• Retirement income planning

• 401(k) and pension plan review

• Concentrated stock strategies

• Stock option analysis

• Education funding strategies

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Risk Management

• Asset protection strategies

• Life insurance analysis & review

• Disability insurance analysis & review

• Long-term care insurance

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Estate & Legacy Planning

• Estate planning documents review

• Wealth transfer strategies

• Beneficiary review

• Philanthropic planning

• Charitable gifting strategies

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Investment Management

• Portfolio diversification and asset allocation strategies

• Tax-efficient investment strategies

• Investment policy statement preparation

• Quarterly performance reports

• Monthly statements and annual reviews

• Online account access