Maximize Your RIA's Long-Term Value
Schedule a call to learn if a merger with AMM is right for you
Contemplating a Merger or Sale of your RIA?
Schedule a Call with an AMM PartnerThinking of retiring or simply looking to eliminate the day to day administrative headaches that come with managing an RIA? We would love to speak with you about how we have helped other firms to do just that, all while maximizing the long-term value of the firm that they have worked hard to build. Click the button below to schedule a time to speak to one of our partners to discover whether a merger with AMM is a good fit for you.
Why Let American Money Management Help with Your Succession Planning?
Gain Full Service Back Office and Compliance Support
Retain Ownership While Reducing Liability
Maximize Your Firm's Long-Term Value
Lifetime Payout on Your Accounts
Experienced Portfolio Management & Financial Planning Team
Death Benefits for Your Heirs
Your Team at American Money Management
GABRIEL B. WISDOM
Founder and Managing Director
MICHAEL J. MOORE
GLENN BUSCH, CFA
RANA DAVIDSON, CPA
JEANNI HARRISON, CFP®
RENÉ DE CHARON, CFP®
Financial Planner, Investment Advisor
MARNIE BAIRD, CFP®
JIM RHODES, CFA