About Amenity Wealth
You’re concerned about your future. These days, it seems like you have every reason to be. Excessive market volatility, geopolitical risks, inflation… all of this can snowball into a sense of dread. It can feel overwhelming. But, despite how overpowering it can seem, fear is just a feeling, and feelings aren’t facts. The more you focus on the money, the more it feels like you’ll never have enough. There are solutions. There is a way.
That’s where we come in.
Your life is unique. Your circumstances are, too.
Doing what everyone else is doing may help you feel less anxious in the short run, but in the long run, it can be disastrous.
Like most of the best things in life, no one said the financial planning process was easy… just that it was worth it.
Wealth Manager/Founder
(562) 822-5840
As Founder and Wealth Manager at Amenity Wealth, I specialize in financial analysis, retirement planning, estate planning, and developing goals-based...
Alexander Perez
Financial Associate
562-822-3965
Alex Perez supervises the operational workflows of Amenity Wealth. As a Financial Associate, Alex is instrumental in streamlining our processes by way...
Dianna Moua
Financial Services Assistant
562-822-5840
Dianna graduated from the University of South Carolina, where she earned a BSBA in Economics and Finance. To the great benefit of the team and clients...
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