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Our Services

America Group has helped families and business owners leverage the knowledge, experience, and resources required to pursue their life goals with confidence. With an emphasis on integrity and transparency, our commitment to providing unparalleled service, coupled with a highly personalized and disciplined approach to wealth planning, has enabled us to develop meaningful long-term relationships with generations of our clients.

How We Work

Our comprehensive approach to wealth management focuses on integrating all aspects of your financial life as we seek to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Manage liquidity and cash flow needs
  • Learn new ways to minimize taxes and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety.
Financial Planning

Financial Planning

  • Cash flow analysis
  • Retirement income planning
  • 401(k) and pension plan review
  • Concentrated stock strategies
  • Stock option analysis
  • Education funding strategies
Risk Management

Risk Management

  • Asset protection strategies
  • Life insurance analysis & review
  • Disability insurance analysis & review
  • Long-term care insurance
Estate and Legacy Planning

Estate and Legacy Planning

  • Estate planning documents review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable gifting strategies
Investment Management

Investment Management

  • Portfolio diversification and asset allocation strategies
  • Tax-efficient investment strategies
  • Investment policy statement preparation
  • Quarterly performance reports
  • Monthly statements and annual reviews
  • Online account access

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