Contact

— Financial Advisors for Tech Professionals, Business Owners, and Pre-Retirees/Retirees in Florida

Personal Financial Planning,
Rooted in Family, Focused on You.

As a father-son team (Adam Gruber, CFP®, and Thomas Gruber, CPA/PFS™), we bring decades of combined planning & tax experience to every client conversation, with direct access to your advisor and no layers in between.

You can trust that your best interests are always our only interest.

See Our Services

— Why AMG

At AMG Wealth Management

We help individuals and families make thoughtful financial choices during two pivotal life stages:

  • Growing wealth through equity compensation
  • Preparing for income transitions in retirement

Whether you’re navigating stock options, planning for distributions, or simply seeking structure around your next financial chapter, our role is to guide the process with care and continuity.

We’re fee-only fiduciaries who offer ongoing, personalized planning with no commissions or product sales.

Financial Advisors for Tech Professionals, Business Owners, and Pre-Retirees in Florida

Personal Financial Planning 
Rooted in Family, Focused on You

At AMG Wealth Management, we help individuals and families make thoughtful financial choices during two pivotal life stages: growing wealth through equity compensation and preparing for income transitions in retirement. As a father-son team (Adam Gruber, CFP®, and Thomas Gruber, CPA/PFS), we bring decades of combined planning and tax experience to every client conversation, with direct access to your advisor and no layers in between.
You can trust that your best interests are always our only interest. We’re fee-only fiduciaries who offer ongoing, personalized planning with no commissions or product sales. Whether you’re navigating stock options, planning for distributions, or simply seeking structure around your next financial chapter, our role is to guide the process with care and continuity.
Schedule Your Intro Call

— About AMG —

Meet the Planners Who Make it Personal

You’ll see right away that we’re not a corporate advisory firm. We’re a family-run team focused on real conversations, thoughtful guidance, and lasting relationships. Watch to learn how we help simplify complex choices through a steady, personal planning process.

Our Story & Values

— Services

Ongoing Planning That Adapts As Life Evolves

You won’t find any generic templates around here. Our comprehensive financial planning is custom-built around your timeline and your life. Our ongoing services include:
  • Equity compensation planning (ISOs, RSUs, ESPPs, AMT considerations)
  • Strategic tax planning (Roth conversions, seasonal opportunities)
  • Retirement income and withdrawal strategies
  • Financial Planning Services
  • Portfolio allocation guidance (custodied at Fidelity or Altruist)
  • Investment Advisory Services
  • Estate Planning Services
Our fee is based on a percentage of assets we manage, with a $3,000 annual minimum fee. This allows us to focus on planning rather than product sales, aligning our efforts with your long-term outcomes.
Explore Our Services
Discover Our Client Process

— How We Help —

Tailored Planning for Your Life Stage and Priorities

We specialize in two distinct financial journeys, because each requires a focused strategy:

Explore Tech & Entrepreneur Planning
Explore Pre-Retiree/Retirees Planning

Tailored Planning for Your Life Stage and Priorities

We specialize in two distinct financial journeys, because each requires a focused strategy:

Tech Pros & Entrepreneurs (30s–40s):

With equity compensation, stock options, and shifting priorities, your financial choices are more complex than ever. We help you weigh trade-offs, plan ahead for taxes, and move forward with structure.
Explore Tech & Entrepreneur Planning

Pre-Retirees & Retirees (50s–60s):

Your focus shifts from saving to spending. With Thomas Gruber’s decades of tax-focused planning, we build withdrawal strategies to support your lifestyle and legacy, thoughtfully pacing your distributions.
Explore Pre-Retiree Planning

— Our Team —

A Father-Son Team Offering a Personal Touch

Founded by Adam Gruber, CFP®, and joined by his father, Thomas Gruber, CPA/PFS, AMG Wealth Management reflects a multigenerational view of planning. Adam works closely with younger professionals facing stock compensation decisions, while Tom brings 30+ years of experience helping clients transition into retirement with clarity around taxes and income.
We’re not just planners; we’re relationship builders. You get direct access to your advisor, dedicated guidance throughout the year, and a seasonal service calendar to stay ahead of what’s next.
Meet Adam
Meet Tom

— Insights —

Financial Insights & Resources

Stay informed with practical guidance on the topics that matter most to our clients—from navigating equity compensation and concentrated stock positions to tax-efficient retirement strategies and withdrawal planning.
Explore More Articles

— Let's Connect —

Ready to Start the Conversation?

Whether you’re looking for guidance with equity compensation or preparing for retirement income planning, we’re here to help you move forward. Start with a no-pressure 15-minute intro call to see if there’s a fit.
Schedule Your Intro Call