What We Do
AMG Wealth Management is a financial services firm whose professionals are dedicated to helping clients build wealth and protect their hard-earned assets. We are an independent firm and are not tied to certain products. Thus, we are able to offer you a variety of products and services through Gradient Securities, LLC.
Our independence enables us to establish working relationships with a number of financial firms and insurance providers whose products we leverage to create customized client portfolios. We recommend products and services tailored to the needs of each client.
Our goal is to help clients plan appropriately to potentially reach their financial goals. Whether your goals involve building wealth through investing, funding a child’s college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to help reach your goals and make wise decisions to help improve your financial situation.
The financial strategy process we follow consists of:
- Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities and risk tolerance.
- Implementing a financial strategy that takes into account current as well as future needs.
- Periodically reviewing your strategy, consulting with you to make appropriate adjustments and assisting you in keeping your plan on track.
Mitat Lika
President, AMG Wealth Management
Mitat Lika has been in the financial services industry for 21 years. He began his career as an agent/advisor at Allmerica Financial where he learned the process of comprehensive financial planning. While collaborating with colleagues to advance his knowledge in the industry, he eventually branched out and became an investment advisor representative in 2001. Mitat specializes in working with pre- and post-retirees to provide a clear understanding of their financial concerns.