1814 14th Street, Santa Monica, CA 90071 9.00 am - 5.00 pm
info@amgstrategygroup.com

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About Our Firm

Doral's Premier Financial Strategy Group

Located in the heart of Doral, AMG Strategy Group delivers comprehensive financial strategies tailored to your unique goals. Our team combines technical expertise with personalized service to help businesses and individuals thrive in today's competitive market.

Founded by financial industry experts, AMG Strategy Group has established itself as a leading advisory firm in South Florida. We take pride in our client-first approach that transforms complex financial challenges into strategic opportunities.

Our leadership brings decades of combined experience in investment strategy, risk management, and business financial consulting.

Certified Professionals

CFA, CFP®, and financial strategy experts

Market Intelligence

Data-driven financial strategies

Client-Focused

Customized solutions for every portfolio

750+

Satisfied Clients

30+

Industry Awards

18+

Years Experience

150+

Business Partners

Why Choose Us

The Strategic Edge Your Portfolio Needs

At AMG Strategy Group, we combine market expertise with personalized financial strategies. Our comprehensive approach ensures every investment decision aligns with your long-term objectives—all while managing risks and capitalizing on opportunities.

View Our Services

Strategic Planning

We develop comprehensive financial strategies for optimal market performance.

Fiduciary Commitment

Legally obligated to act in your best financial interest at all times.

Portfolio Analytics

Advanced reporting with quarterly performance reviews and adjustments.

Our Services

Comprehensive Financial Solutions

Financial strategy meeting

Financial Strategy

Comprehensive financial planning to optimize growth, manage assets, and achieve long-term objectives for businesses and individuals.

Financial Analysis

Growth Planning

Strategic Roadmapping

Investment charts

Portfolio Management

Customized investment strategies aligned with your risk tolerance and financial goals in dynamic markets.

Asset Allocation

Market Strategy

Performance Optimization

Risk assessment

Risk Assessment

Proactive risk management to protect assets while maintaining growth objectives and market positioning.

Portfolio Protection

Market Analysis

Strategic Hedging

Wealth planning

Wealth Solutions

Comprehensive wealth management plans to ensure financial security and legacy planning for generations.

Estate Planning

Asset Protection

Legacy Strategies

Our Team

Meet Our Financial Strategists

Managing Director

Michael Rodriguez

Founder & Managing Director

Investment Strategist

Sarah Goldberg

Senior Investment Strategist

Risk Management Director

David Chen

Risk Management Director

Client Testimonials

What Our Clients Say About Us

AMG Strategy Group transformed our investment approach. Their strategic insights helped us navigate market volatility while achieving consistent portfolio growth.
Business executive

Carlos Mendez

Portfolio Manager
As an international business, we needed strategists who understood global markets. AMG's financial guidance helped us optimize our international investments.
Entrepreneur

Isabella Rossi

International Business Owner
Their wealth planning gave me confidence to expand my business investments. Three years later, my financial position is stronger than ever thanks to their strategic approach.
Business owner

Robert Thompson

Commercial Real Estate Investor
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