4401 Atlantic Ave,
Amenity Wealth offers highly credentialed staff, decades of experience, and an agreeable low cost for all of our clients.
We understand that one of your biggest priorities is being able to enjoy a carefree retirement. Our experienced professionals can help you preserve your wealth so that all of your expenses are met.
The better you understand the reasoning behind your investment decisions, the more you feel in control of your financial destiny. We prioritize client education so that you can know exactly how your money is working for you.
Because we at Amenity Wealth are proud to serve both as CFA® charterholder and CERTIFIED FINANCIAL PLANNER™ professionals, we are held to a high standard of fiduciary duty. As an independent firm, you can rest assured that every recommendation we give to you is purely made with your best interests in mind.
While regulatory agencies in the financial services industry are in process of holding all registered representatives to the same standard, this is the approach on which we founded Amenity Wealth. We strive only to provide the highest level of care in equity to our clients, and we believe that standard is apparent in every service we provide.
We thoroughly analyze your current financial situation, your financial needs, the goals you want to achieve, and the steps you may have already taken to reach those goals in order to model your comprehensive financial blueprint.
Once we have collected the required information, our team will develop a financial plan to translate your goals and needs into systematic approaches detailing the variety of paths we can take together to achieve them.
Once a strategy is approved and executed, we will continuously review the implementation to ensure that the plan is still working for you. We will meet annually and make changes as necessary.
CFA, CFP® Wealth Manager/Founder
Financial Services Assistant