Are You Retired?
Now is the time for a 2nd opinion
ADAM CROSS OF AMC WEALTH MANAGEMENT, LLC
Our Mission
To improve the lives of individuals & their families through financial service & education
Investment Management
with Charles Schwab
Best for retirees & high net worth
- Licensed advisor with fiduciary duty
- Custom to your needs, preferences & risk
- Negotiated pricing; pay through account
- Tax-efficient, easy to switch & work with
- ETFs, Indexes, Mutual Funds, CDs, Stocks, etc
- Financial planning & consulting (optional)
- Ongoing service; Cancel or adjust anytime
Hourly Consulting
$0 account minimum
Best for getting started & 2nd opinions
- Licensed advisor with fiduciary duty
- Custom to your needs, preferences & risk
- Financial planning & consulting only
- Review of saving, investing, 401k, etc
Team
Adam Cross
William Haynes
Monique Holloway
Patrick Kellogg
Why Us?
- Custom to your risk, taxes & more
- Fiduciary with negotiated pricing
- Spouse, age & beneficiary friendly
- Experience, youth & team longevity
John Clement
Jason Koenig
Brad Braddock
Dino Patelis
Free Plan
1 page & simple.
Process
Step 1: Schedule a call or apply online
Step 2: Decide if it makes sense to continue
Step 3: Sign agreements, paperwork, etc
Step 4: End service anytime if unhappy