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FAQS

Working with the Amato Buxton Group?

  • Investments and Financial Planning go hand-in-hand to help our clients achieve financial freedom. We work with clients to understand their investment experience and risk tolerance in order to determine the proper investment allocation for them. This in turn allows us to create a financial plan for our clients that allows them to achieve their financial goals in retirement.

  • A typical new client has an investable portfolio of at least $500,000 and a net worth of $2,000,000+. While we strive to uphold this minimum so we can best serve all clients, we do understand that referrals come from numerous sources including family friends, professional alliances and current clients. It is our intent to vet each referral and offer the best advice and service possible. This does result in working with clients who have assets below the above state minimums.

  • We cannot prepare your tax return or draft legal documents. However, we have dedicated tax and estate specialists at Baird who can help answer any questions you may have. Our goal is to educate our clients on tax and estate planning strategies, while partnering with their CPA’s and Attorneys to deliver the best possible outcomes for them.

  • Whether your profile calls for little to no risk or if it resides on the more aggressive side, our team deploys a mix of diversified portfolios suited to accomplish your goals. SAMPLE OF WHAT WAS: For our typical client, The Amato Buxton Group recommends diversified portfolios, created using both actively-managed mutual funds and passively managed exchange-traded funds. Recommended portfolios range from low-risk to high-risk, depending on the client’s goals and objectives. Our typical client does not engage us for ongoing individual stock recommendations.

  • Absolutely not. From individuals to families, to corporate retirement plans, our clients can be found throughout the United States.

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Client Centered


Partnering with The Amato Buxton group begins with straight forward steps.  Our process is designed to educate, provide actionable steps and guidance rooted in what’s best for you, in a timely manner.

Advocate. No matter what challenges arise, we’re always in your corner, working for you and your success. We strive to be your go-to resource and trusted team where you can ask questions and get the answers you need to feel confident in your financial future. 

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