CLIENT PROFILES

We serve a nationwide clientele who we intend to retain for life. Our clients include corporate executives, business owners, physicians and other professionals, and non-profit organizations. Every client is unique and it is our responsibility to ensure you receive advice that is consistent with your financial needs. AAMC professionals will focus on your specific circumstances and help you coordinate all aspects of your financial well-being. Strategic wealth management requires ongoing planning.

We focus on areas such as advanced estate planning, charitable intent, retirement planning, personal risk management, complex tax planning, and asset protection. Our goal is to bring clarity to complex situations such as the examples outlined below:

Stock Compensation
Our clients receive an extensive range of compensation. It can be overwhelming and complicate their lives. We help clients build a tactical approach to deferred compensation plans, stock options (ISO’s and non-qualified stock options), restricted stock awards, 401(k) accumulation, severance packages and pensions.

Wealth Transfer
Wealth transfer can be complicated and emotional when you are dealing with family members. We give our clients objective advice on suitable ways to transfer intergenerational wealth. We are experts in a broad array of estate planning issues including the use of wills and trusts, estate and gift taxes, and philanthropy.

Inheritance
Inheriting assets can be bitter-sweet given the circumstances. Having a third party available to look at the situation without the emotional connection can be extremely valuable. We help our clients be good stewards of their inheritance by analyzing all of their new opportunities.

Accumulation
Clients that are contributing into their portfolio every year need a road map. We help our clients define their goals and design the portfolio with the prudent level of risk necessary to achieve those goals.

Philanthropy
We create customized charitable giving solutions to optimize tax benefits and available financial resources to accomplish our clients’ philanthropic objectives. These solutions include donor advised funds, direct gifts, and a wide variety of charitable trusts.