203-964-8300

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Asset Management Group, Inc.

Office: 203-964-8300

Fax: 203-487-7466

60 Long Ridge Road

Suite 305

Stamford, CT 06902

lee@amgplanning.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

IMPORTANT CONSUMER INFORMATION:

Form CRS (Client Relationship Summary)

Asset Management Group, Inc. is a U. S. Securities and Exchange Commission Registered Investment Advisory firm. Adviser does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the adviser`s service offerings and provides for an efficient method in which a prospective client may contact the adviser. Advice can only be rendered after the following conditions are met:

  1. Registration of the adviser with the U. S. Securities and Exchange Commission as a Registered Investment Adviser if the adviser has more than $25,000,000 under management.
  2. Delivery of a disclosure statement by Adviser to client.
  3. Execution of an Investment Advisory and/or Financial Planning agreement between the client and the adviser.
  4. Adviser may transact business only in States in which it is registered, or in which it is exempted from registration. The Investment Adviser must also be registered or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, MD, MA, NH, NJ, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

BrokerCheck

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Asset Management Group is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Asset Management Group by any of its clients.  ANY QUESTIONS: Asset Management Group's Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.