Wealth Management

Advice, Investing & More*

*What Makes Us Different

Our services are based on your needs, priced clearly & honestly, equipping us to serve not only retirees & the family office, but also their heirs, those getting started, and mid-career professionals.

Fiduciary

We are here to “provide service” rather than “sell products”. For quality assurance, safekeeping, and custody, we also utilize a 3rd party custodian, allowing our customers to leave, cancel, or remove us at anytime if they are unhappy.

Value

Our areas of expertise include goal setting through financial planning, tax sensitivity, custom investment management, and keeping up with generational trends to help create & preserve family legacies.

History

Adam M. Cross (AMC) started his career in financial services at the age of 20, working his way up from administrative positions, estate operations, client servicing, order/trading entry, to advising the high net worth at his corporate bank. After a decade of working for large companies, he voluntarily started a small financial planning & investment management practice, which has now grown to a team of advisors all across the country!


Investment advisory and financial planning services are provided by AMC Wealth Management, LLC (AMC), an investment adviser registered in the states of IL, NV, GA, FL, AL, and UT. Custody & clearing services provided to clients of AMC Wealth are courtesy of Charles Schwab, an SEC-registered broker-dealer and member of FINRA/SIPC.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. 

Investing involves risks, and therefore, the potential of losing money exists. Before investing, consider your investment objectives and AMC Wealth Management, LLC’s fees and expenses. AMC Wealth Management, LLC’s advisory services are designed to assist clients in achieving their personal/individual financial goals. AMC Wealth Management, LLC does not provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where AMC Wealth Management, LLC is not registered.

For more details, see our ADV Part 2A, and other disclosures.