A Financial Advisory Firm in Florida That Feels Like Family

What sets AMG apart isn’t just our credentials, it’s the way we work with people.

— What We Offer

AMG Wealth Management..

We are a boutique, father-son financial advisory firm serving clients across Florida and the East Coast. We offer financial planning and tax-focused investment guidance rooted in real relationships and decades of experience.

Founded on the belief that good planning starts with truly knowing the client, we always take the time to listen, then build thoughtful strategies that reflect your life, your goals, and the legacy you want to create.

— Generational Guidance —

Built on Family Values and Real Experience

We’re a small, independent team that values long-term relationships over short-term transactions.

Tom Gruber, a CPA/PFS™ with 30+ years in tax and financial planning, brings depth to every retirement, income, or estate decision.

Adam Gruber, a CERTIFIED FINANCIAL PLANNER® professional, specializes in helping tech professionals and entrepreneurs navigate the nuances of equity compensation and high-stakes financial choices.

Together, we bring two generations of experience and perspective, blending technical planning with genuine care.

— Advice with Integrity

A Fiduciary Standard—Because That’s What You Deserve

As a Registered Investment Advisory firm, we’re held to the highest legal and ethical standards in our industry. But more importantly, we choose to exceed them.

We provide fee-only advice, with no product sales or hidden incentives. Every recommendation we make is rooted in what’s right for you, not what earns a commission. That’s just how we believe this work should be done.

— The Planning Process

How We Think, Plan, and Work With You

Our financial planning process blends academic research with practical application. We don’t believe in one-size-fits-all advice. Instead, we build plans that reflect your specific needs, your stage of life, and your long-term hopes.

Our approach is straightforward:

We ask thoughtful questions to understand your life, not just your money.
We bring advanced planning and tax insight to every decision.
We communicate with clarity, consistency, and respect.
We offer full transparency on fees and process.
We treat your time, your goals, and your family like they matter, because they do.

— Intentional Partnerships —

Who We Work Best With

We’re not a volume firm, and that’s by design. We work with a select number of individuals and families who want thoughtful planning and ongoing support.

Most of our clients fall into one of two categories:

— Let's Connect —

We’re Here for the Long Haul

Our mission is simple: to help you make wise financial choices that support the life you’ve worked so hard to build. We’re here to be your partners for life transitions, major decisions, and all the moments in between.