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AMG Wealth Management

Helping You Prepare
for financial independence
Providing Financially
and sound retirement advice
Client Focused
personalized approach
  • Investment Management
  • Retirement Planning
  • Social Security Maximization
  • Tax Planning
  • Wealth Management
(631) 647-5210

AMG Wealth Management

We believe today's investment climate offers opportunities. At AMG Wealth Management, the mission of our professionals is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined roadmap to help achieve those goals
  3. Ongoing advice to help adjust their roadmap when their needs change

On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. Educational articles that outline financial concepts and products are available for your information. You'll also find financial calculators that can help assess your current and future needs. Please remember to visit our website often, as our content is constantly changing.

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For help with your financial management, or for more information regarding our firm, click the button below.

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Meet Mitat Lika

Portfolio Analysis Review

Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital ...

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Social Security Maximization

We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for! ...

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Generational Vault

Never again worry about forgetting where you put your trusts, insurance policy, investments, and other critical documents because they can now all be kept in one place …

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AMG Wealth Management
mlika@amgadviser.com

751 Coates Ave
Suite 34
Holbrook, NY 11741

(631) 647-5210

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Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through AMG Wealth Management. AMG Wealth Management is not affiliated with Gradient Securities, LLC. Gradient Securities, LLC and AMG Wealth Management are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited Check the background of this investment professional on FINRA's BrokerCheck »