Financial Advisors You Can Trust
Family Friendly | Fiduciary
Ethics & Transparency
Our services are based on your needs, priced clearly, honestly, and fairly. All of our customers may leave, cancel, or remove us as their advisor at anytime if they are unhappy with us.
Age, Gender, & Family Friendly
Studies show that 9 in 10 inheritances are squandered by the 3rd generation. By working with us, retirees and the high net worth can rest assured that their spouse and heirs will be adequately served to the best of our ability, while young investors are no longer hung out to dry.
Fiduciary
As a registered investment adviser, we operate exclusively on a fee-only basis and adhere to the fiduciary standard of conduct. This means that we are not here to “sell” you a product for a commission, but rather to “serve” your best interests for a fee.
Team
Our Value
No one can predict the future, but our biggest value proposition is to be with you through the ups and downs in your financial life through quality customer service & advice.
History
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.
Investment advisory and financial planning services are provided by AMC Wealth Management, LLC (AMC Wealth), an investment adviser registered in the states of IL, NV, GA, FL, and AL. 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.