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  • THE AMA ADVANTAGE

    At Asset Management Advisors, we take a comprehensive approach to wealth management.  We recognize that achieving financial success is not just about good investment performance; it also involves asset preservation, tax and expense management, cash flow planning, estate planning, and charitable giving.*

    We work with you to:  

    • Establish financial decision-making criteria based on your specific financial and life goals rather than on events in the markets or economy. Having a clear picture of what you are trying to achieve simplifies the financial decision-making process and makes it easier to maintain discipline in both good and bad markets. 

    • Assemble and coordinate your “team of experts,” including other financial services professionals such as CPAs and estate attorneys. 

    • Control the things we can control:  taxes, expenses, and risk.  While we cannot predict changes in the tax code, we can take steps to reduce the taxes you pay by using a variety of wealth management techniques, such as tax-efficient investment vehicles and strategic asset location strategies. We construct client-tailored solutions which take into account both your financial and your tax situation, with emphasis on appropriate risk levels and total portfolio expenses. 

    • “Put money in its place” by helping you organize and simplify your entire financial life, so that you can focus on the business of living and enjoying your wealth. 

     

    *Please Note:  The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client.  Asset Management Advisors, Inc. does not serve as an attorney or accountant or prepare estate planning documents or tax returns.