Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Neal Avery
President, AMG Wealth
Neal Avery is a seasoned financial advisor with a wealth of experience and a passion for helping clients achieve their financial goals. With a strong educational background from the University of Mississippi and The Jim Ingram Leadership School of Business, he has honed his expertise over 24 years in the industry.
Neal holds a prestigious NSSA certification and is recognized as a Life Insurance Strategist. His dedication to excellence is evident through his membership in the million-dollar round table and his consistent presence on the leadership council for 22 out of his 24 years in the field.
Not only is Neal adept at managing wealth, but he also excels in mentorship and training, having guided hundreds of agents in the financial services industry. As a certified business and life coach, he empowers his clients to make informed decisions about their finances and achieve financial literacy.
Born and raised in Mississippi, Neal values community and family. He is happily married with two children and enjoys spending quality time with them. Outside of work, he finds joy in pursuing his passions for golfing and traveling, exploring new destinations around the world.
With his expertise, dedication, and commitment to client success, Neal is the ideal partner to help you strategize and manage your wealth effectively.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.