Your Family’s new financial advisor
Through quality advice, service, and education, we help all age groups set clear and realistic goals: Our best attempt to help families create & preserve generational wealth.
As a registered investment adviser, we operate exclusively on a fee-only basis and adhere to the fiduciary standard of conduct. If you are ever unhappy with us, we utilize a 3rd party custodian for safekeeping and clearing, allowing you to move to another institution, remove us as your advisor, or cancel at anytime.
Did you know that the largest wealth transfer in history, trillions of dollars, are expected to pass from generation to generation in the coming years, and many financial advisors plan to retire in the mix without a chosen successor? All of our advisors come from positions of strength, have a chosen, like-minded successor, collaborate within a team atmosphere, and are age inclusive, in the event of the unexpected.
Our services are priced clearly, honestly, & fairly. Making our incentive to “serve” rather than to “sell”.
Adam Cross started his career in financial services in 2010, 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 employer.
Challenges he was facing in corporate America, combined with the COVID-19 pandemic, caused him to re-evaluate his purpose, so he voluntarily started his own firm in the midst of the pandemic, March-July 2020.
Almost 2 years in: We have a team of like minded advisors serving families across the country.
Investment advisory services are provided by AMC Wealth Management, LLC (AMC Wealth), an investment adviser registered in the states of IL (HQ), NV, and GA. 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.