Ongoing Management
Investment oversight and guidance for financial decisions.
AMC Wealth Management, LLC
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About AMC Wealth Management, LLC
Based in Chicago, AMC Wealth Management, LLC is a financial advisory firm providing fiduciary investment and planning services. Clients can connect with an advisor through an introductory process that covers their goals before receiving a personalized plan of action. Ongoing management includes investment oversight and guidance for financial decisions, with accounts held at Charles Schwab. The firm also provides as-needed advice for financial plans, second opinions, and specific decisions without requiring an investment account. Advice may address saving, budgeting, retirement, and major life events. Investment approaches are customized to each client's situation and may use index funds, ETFs, CDs, or money market funds. Advisors include William Haynes, Monique Holloway, Hetal Saki, Dino Patelis, Dustin Volentine, Jason Koenig, and Adam Cross.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of AMC Wealth Management, LLC and not provided by the business.
At a glance
- Credentials
- Fiduciary Financial Advisors
- Brands
- Charles Schwab
- Team
- The advisors listed are Adam Cross, William Haynes, Monique Holloway, Dino Patelis, Jason Koenig, and Dustin Volentine.
- Payment
- check, card
From amcwealth.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Ongoing Management Investment management, financial planning and consulting
- As-Needed AdviceFrom $25/mo Financial plans, second opinions, or help with a specific decision
- Financial planning and consulting$100 – $300 per hour Paid by check or card
As listed by AMC Wealth Management, LLC. Prices as published by the business and may change.
Services & specialities
Highlights
As-Needed Advice
Plans, second opinions, and help with specific decisions.
Personalized Planning
Advice considers goals, existing investments, and life events.
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