Introduction: A Client-First Vision
Creating AMPWP has been an inspiring journey for the entire AMPWP team. We have been guided by a vision that I developed with Bryan Marsal when the decision was made to enter the wealth management space. The concept was straightforward yet transformative: establish a wealth management firm rooted in Alvarez & Marsal’s legacy of integrity and client-centered values. Having dedicated my career to being a trusted advisor and fiduciary, I envision AMPWP as a true advocate for our clients, placing their interests at the forefront of every decision.
The Fiduciary Imperative
From the beginning, we committed to a fiduciary standard that we believe surpasses industry norms. AMPWP does not offer proprietary products. For us, objectivity is paramount. In a field where conflicts of interest are common, our clients know that every recommendation serves to advance their financial goals. Our team operates solely for our clients, delivering advice that is highly personalized, free from sales incentives, and entirely devoid of conflict.
A Comprehensive Family Office Experience
AMPWP delivers a family office experience tailored for the world’s wealthiest individuals—those who need a sophisticated, holistic approach to managing their financial lives. We go beyond traditional investment advice, recognizing that true wealth management encompasses every dimension of a client’s financial world, from growth and preservation to legacy and tax efficiency.
Our team provides a full range of services, including:
- Financial Planning – We work closely with clients to develop an evolving financial strategy that adapts to their needs.
- Tax Optimization – Our tax experts design strategies to reduce liabilities, maximizing the wealth retained within the family.
- Estate and Trust Planning – We help structure estates to protect legacies and ensure smooth transitions across generations.
- Business Advisory – For business owners, we offer guidance on enhancing value, managing transitions, and navigating complex transactions.
- Philanthropic Guidance – We support clients’ charitable goals, creating strategies that make their giving impactful and lasting.
With all these services under one roof, AMPWP acts as a single, reliable partner for managing even the most intricate financial portfolios. This streamlined approach gives our clients peace of mind, knowing that every detail is handled with expertise and care.
Leveraging Interdisciplinary Expertise
Our clients are often self-made individuals who excel at creating wealth but face the challenge of preserving it across generations. AMPWP is designed to provide the resources to optimize and protect their legacy. Clients aren’t just portfolios or account numbers to us. Each client has unique goals, family dynamics, and values. We create tailored solutions that honor these nuances, ensuring clients feel understood, valued, and genuinely cared for.
As we developed AMPWP, assembling a team that shared these values was essential. Michael Calkin, our lead advisor, was a natural choice, distinguished by his integrity and commitment to clients. Chief Investment Officer Michael Murgio and Jonathan Fitzgerald, one of the nation’s top estate planning advisors, bring specialized expertise and nuanced approaches to our clients’ needs. We also have former investment bankers who provide invaluable guidance on complex transactions, empowering our clients in every decision.
Preserving Legacy Beyond Wealth
Our approach to wealth management recognizes that clients are focused on more than just preserving wealth—they are focused on building legacies. We guide clients through the emotional and logistical complexities of wealth transfer, ensuring their values and intentions are carried forward across generations.
Our vision is ambitious, prioritizing long-term value over the mere accumulation of assets or short-term metrics. We’re dedicated to cultivating deep, enduring relationships with a select group of clients who require this level of commitment. AMPWP is built for the long term, standing by each client as they shape a meaningful legacy for their family and future generations.
Leveraging the Alvarez & Marsal Network
A key advantage of AMPWP is our connection to the extensive Alvarez & Marsal network. This relationship provides clients with exceptional support across industries and geographies, allowing us to draw on A&M’s vast expertise in consulting, tax planning, and specialized industry insights. This network empowers us to address our clients’ most complex challenges and diverse financial interests.
A Lasting Partnership Built on Trust
Much of our philosophy is inspired by A&M founders Tony Alvarez and Bryan Marsal. The culture they created—a foundation of family, trust, and integrity—continues to guide us. At AMPWP, we uphold that ethos. Each team member is committed to providing clients with peace of mind, both during their lifetimes and for generations to come.
AMPWP is more than a wealth management firm; it’s a commitment to protect, grow, and preserve our clients’ financial futures with the integrity they deserve. Leading this team and being entrusted with our clients’ legacies is both a privilege and a responsibility I hold with the utmost respect.