Broker Check

Services

What We Do

Every client’s financial goals, situation, and personal investment preferences are unique. As your fiduciary advisor, our most important job is to truly understand who you are and what you want your assets to accomplish for you.

The Amato Buxton Group provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.

Financial and Estate Planning

  • Retirement and education planning
  • Tax planning
  • Wealth transfer
  • Charitable giving

Investment Management

  • Portfolio management
  • Comprehensive advisory solutions
  • Brokerage services
  • Alternative investments
  • Cash management

Corporate Retirement Planning

  • Retirement plan committee meetings
  • Recommendation and selection process
  • Ongoing performance monitoring
  • Oversee annual fee analysis
  • Fiduciary management

Risk and Liability Management

  • Income protection strategies
  • Long term Care Solutions
  • Securitized Lending services

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

theabgroup@rwbaird.com |  (503) 273-4960