Fort Myers, FL Office

AMFG Wealth Management is a small team advisory firm that serves individual and high‑net‑worth clients as well as retirement plans, charities, and corporate entities. The firm offers ongoing portfolio management and financial planning, and it may refer client assets to third‑party money managers while preparing an Investment Policy Statement for each client.

The firm’s investment process is rooted in modern portfolio theory and documented IPSs, and it generally seeks discretionary authority to implement long‑ and short‑term trading strategies; covered‑call option writing is used in some accounts. AMFG reviews third‑party manager performance for referred assets and provides quarterly reporting to clients, while charging asset‑based fees billed in arrears.

Noteworthy distinctions include material disclosure events in firm management’s history documented in the brochure — a 2006 bankruptcy discharge, regulatory suspensions in 2007 that included a monetary sanction, a paid lien, and a 2018 lawsuit that was dismissed — which are disclosed for client review. Several advisors also maintain outside roles (licensed insurance agents, a registered representative, a loan originator, and owners of small businesses and rental property), and the firm accepts fee‑sharing from selected third‑party advisers, arrangements that create potential conflicts of interest disclosed in the brochure.