Experienced and Affordable, Just For You
Amenity Wealth offers highly credentialed staff, decades of experience, and an agreeable low cost for all of our clients.
Easing You Into a Worry-Free Retirement
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.
Focus on Self-Reliance
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.
Assess
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.
Plan
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.
Manage
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.
