Who Are We

At AMG & Associates, we are more than just financial advisors. We are dedicated partners in your financial journey, committed to helping you achieve lasting success and security. With a passion for excellence and a focus on personalized service, our team brings years of expertise to guide you in every step of your financial planning.

Our Story

Because It’s Time To Seek Financial Advice From Experts

Trusted by leaders in the industry, AMG & Associates collaborates with top organizations to bring you reliable and innovative financial solutions. Our network and partnerships empower us to provide unmatched service and expertise.

What Our Clients Say About AMG & Associates

At AMG & Associates, our clients are at the heart of everything we do. We are proud to have helped individuals and families achieve financial security, build wealth, and plan for the future with confidence. Our commitment to personalized service and expert guidance has earned us the trust of clients who value a partner that truly understands their unique financial goals. Here’s what some of our satisfied clients have to say about their experiences with AMG & Associates and how we’ve made a difference in their financial journeys.

Jade, North Carolina

"Mondo and AMG team, this shout out is for you!! I truly appreciate you guys pulling through and going above and beyond in helping me and my family get set up for long term financial success. From the knowledge share, patience, compassion, flexibility in being able to make time and meet with me, and walking me through the best strategy for creating generational wealth, you guys really brought this home. Thank you! I highly recommend your team to anyone who is looking to build long term generational wealth for their families. You guys are the best!"

Jaden, Utah

"Mondo and his team were exceptional to work with. I genuinely looked forward to our calls. I had numerous questions, and Mondo took the time to thoroughly walk me through each one, addressing all possible scenarios. He crafted the perfect plan to ensure my family and I are well taken care of in the future. I highly recommend him, his team and the insurance policies they can offer!"

Rick, Texas

" I am extremely satisfied with my interactions with AMG Associates, and in particular, with Ahmande “Mondo” Grimes and Juan. They helped me with the purchase of my current life insurance policy. They were very professional and friendly, answering every question and concern I had. Mondo and Juan responded to my questions in a timely manner. They gave advice on various ways on how to take advantage of this policy. I highly recommend AMG and Ahmande and his partners for all insurance needs."

Veda, Utah

"We were looking for someone that could help us strategize with the best life insurance policy for our family, and were specifically looking to utilize private banking so we could make and create generational wealth for our offspring. When we found Mondo at AMG, we knew he was the absolute best guy for the job! He is so knowledgeable and was able to answer all our questions, while also strategizing to meet our specific needs. Not only that, he was able to get a policy for our little one without a birth certificate and SSN, but instead we were able to get him a policy using his passport! This is HUGE for us, as setting up a policy for our little was was so important to us.

Mondo is so great to work with, and throughout the process I would easily call him a friend as we can tell he genuinely cares about all of his clients and meetings their specific needs. We can’t recommend Mondo enough!! "

STILL NOT SURE?

Frequently Asked Questions

We understand that choosing the right financial partner is a big decision. Here are answers to some of the most common questions about AMG & Associates and our services.

What makes AMG different from other financial firms?

We integrate tax, trust, and retirement planning under one roof, giving clients a holistic strategy rather than piecemeal advice. Our approach is relationship-driven, with a focus on integrity, protection, and long-term legacy.

What values guide AMG?

Our core values are Relationships, Integrity, Learning, Making a Difference, and Excellence. These principles shape the way we serve every client

What services does AMG & Associates offer?

AMG & Associates specializes in tax-free retirement planning through max-funded Indexed Universal Life (IUL) policies. Beyond that, we integrate a full suite of wealth-building and protection services, including:

Tax-Free Retirement Strategies (IULs structured with TAMRA & DEFRA guidelines)

Annuities & Lifetime Income Planning

Trust & Estate Planning (with in-house legal services)

Tax Strategy & CPA Advisory (tax-efficient wealth management)

Asset Protection & Risk Management

Business & Credit Solutions (for entrepreneurs and professionals)

Our Wealth360 Advantage System brings these services together under one plan, giving clients a comprehensive strategy to build, protect, and transfer wealth for future generations.

What is the Wealth360 Advantage™?

Wealth360 Advantage™ is our tailored, full-spectrum planning system. Combining IUL strategies, tax-efficient retirement, annuities, and estate planning, to help you retire tax-free and protect your legacy.

What can I expect from your process?

We begin with a no-obligation strategy session to understand your goals. From there, we design a custom plan, then walk you through implementation, ongoing reviews, and adjustments. You’ll hear from us regularly, via whichever mode you prefer: virtual, phone, or in-person.

How do you get paid? Do I pay anything for your services?

You pay nothing to us! Our services are funded through the insurance carriers whose products we recommend. These are built into the product structure and do not affect your net returns or out-of-pocket costs.

How do I get started with AMG & Associates?

Getting started is easy! Simply contact us through our website or give us a call. Our team will walk you through the first steps and help you choose a service plan that fits your needs.

[email protected]

(321) 469-4277