008-lakes-rivers 009-boats 005-generations 003-college-graduation 003-pathway

 QA Logo

Welcome to Asset Management Group

Integrity, innovation and excellence since 1983. When your life savings are at stake, you need advice you can trust. You need a financial planner who is objective. You need a relationship with a firm that promises always to put your interests first, a firm with proven experience and the right professional credentials.

Asset Management Group, Inc. may give you peace of mind that comes with knowing you have planned prudently for your future. Your investments will be conservative, so that you won't worry about running out of money during your retirement. Your loved ones can be protected. You can set aside money to send your children to college and create a plan to achieve whatever you want from life. Federally regulated by the US Securities and Exchange Commission, Asset Management Group, Inc. is a Registered Investment Advisory firm offering high net worth individuals personal advice.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


What's Your Risk Number?

-Articles of Interest-

-New Clients Accepted by Referral Only-

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.
Learn More
Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn More
The Cost of Medical Care

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.
Learn More
Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Learn More