AMG Wealth Management

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Introducing Michelle Graziose, Executive Assistant at AMG Wealth Management.Michelle plays a key role in supporting our ...
08/04/2026

Introducing Michelle Graziose, Executive Assistant at AMG Wealth Management.

Michelle plays a key role in supporting our leadership team and helping keep the firm running smoothly each day. From managing schedules and coordinating meetings to answering client calls and supporting day-to-day operations, she helps ensure both our clients and advisors receive exceptional service and support.

Known for her organization, attention to detail, and positive attitude, Michelle is a trusted resource throughout the firm. Her dedication, professionalism, and commitment to creating a seamless experience make her an invaluable member of the AMG team.

We're grateful to have Michelle as part of the AMG family and appreciate all she does for our clients and team.

The Fed held rates steady, but markets remain focused on whether tighter financial conditions will be enough to bring in...
08/04/2026

The Fed held rates steady, but markets remain focused on whether tighter financial conditions will be enough to bring inflation back to target. Read Northwestern Mutual’s latest weekly market commentary. https://www.northwesternmutual.com/life-and-money/fed-rate-decision-what-tighter-financial-conditions-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=fed-rate-decision&agentid=0C5164

Meet Chuck Valenti, our Business & Estate Planning Specialist. A Forbes Best-in-State Top Financial Security Professiona...
07/29/2026

Meet Chuck Valenti, our Business & Estate Planning Specialist. A Forbes Best-in-State Top Financial Security Professional, Chuck brings decades of experience helping business owners, executives, and families navigate complex planning decisions with confidence. His expertise spans business succession planning, estate and trust strategies, tax-efficient wealth transfer, and legacy preservation. Chuck plays a vital role on our team, helping clients protect what they’ve built, prepare for future transitions, and create lasting plans that support their families and businesses for generations to come. Known for his thoughtful guidance and deep technical knowledge, Chuck is a trusted resource for clients seeking clarity, continuity, and confidence in their long-term planning.

Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo

Northwestern Mutual’s inaugural Personal Prosperity Index (developed with Ipsos) finds that Americans feel fairly prospe...
07/29/2026

Northwestern Mutual’s inaugural Personal Prosperity Index (developed with Ipsos) finds that Americans feel fairly prosperous on a personal level—even as their confidence in the broader economy, markets, and politics wavers. Nearly three quarters of respondents, or 73%, said they currently feel prosperous, while more than eight in 10 said their sense of prosperity had either improved or remained unchanged over the past six months. Respondents shared that factors such as mental health, physical health, relationships, and household finances play a large role in shaping their sense of prosperity. https://www.investmentnews.com/practice-management/americans-report-rising-sense-of-prosperity-despite-economic-unease-northwestern-mutual/266460

Meet Chuck Valenti, our Business & Estate Planning Specialist. A Forbes Best-in-State Top Financial Security Professiona...
07/28/2026

Meet Chuck Valenti, our Business & Estate Planning Specialist. A Forbes Best-in-State Top Financial Security Professional, Chuck brings decades of experience helping business owners, executives, and families navigate complex planning decisions with confidence.

His expertise spans business succession planning, estate and trust strategies, tax-efficient wealth transfer, and legacy preservation. Chuck plays a vital role on our team, helping clients protect what they’ve built, prepare for future transitions, and create lasting plans that support their families and businesses for generations to come.

Known for his thoughtful guidance and deep technical knowledge, Chuck is a trusted resource for clients seeking clarity, continuity, and confidence in their long-term planning.

Meet James Finnegan, Associate Partner & Wealth Management Advisor. For more than a decade, James has worked alongside o...
07/21/2026

Meet James Finnegan, Associate Partner & Wealth Management Advisor. For more than a decade, James has worked alongside our Founder, helping clients navigate important financial decisions and stay focused on what matters most. Known for his goal-oriented approach and deep understanding of the markets, he helps clients remain aligned with their long-term financial objectives through every stage of life.

James is passionate about continuous learning, staying ahead of market trends, and leveraging technology to enhance the client experience. Beyond serving clients, he plays an active role in mentoring new advisors, helping them build strong foundations and accelerate their development. His positive energy, collaborative spirit, and dedication to excellence make him an invaluable member of our team.

Markets may be starting to broaden beyond the AI stocks that have led much of the recent rally. Northwestern Mutual Weal...
07/21/2026

Markets may be starting to broaden beyond the AI stocks that have led much of the recent rally. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why diversification remains important as leadership shifts and volatility risks linger. https://www.northwesternmutual.com/life-and-money/market-broadening-gains-momentum-as-ai-uncertainty-grows-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=market-broadening-gains&agentid=0C5164

What drove markets in Q2? These four key statistics tell the story—from strong S&P 500 earnings growth and broadening ma...
07/16/2026

What drove markets in Q2? These four key statistics tell the story—from strong S&P 500 earnings growth and broadening market leadership to emerging market strength and lingering inflation pressures. These highlights from our latest Quarterly Market Commentary underscore key market and economic trends investors should be watching. Read the full article: https://www.northwesternmutual.com/life-and-money/markets-broaden-as-ai-costs-rise-and-inflation-lingers/?utm_source=facebook&utm_content=_&agentid=0C5164

Address

Melville, NY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16315924092

Website

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