4401 Atlantic Ave,
Each financial plan is like a thumbprint – they look similar, but no two are identical. Each individual client is given a detailed, thorough, and concise review. The information gathered and analyzed provides a context through which we can evaluate efficient strategies that closely align with your long-and-short-term goals.
There are four pillars of value in all services we provide: candor, perspective, compassion, and excellence. We want to understand your needs, your wants, and your goals by developing a long-lasting, professional relationship with you that you can rely on for the duration of your financial future. When you work with us, we help you develop, implement, and monitor a strategy uniquely tailored to your specific financial situation.
From managing debt to saving for life’s milestones to planning your retirement, these personal challenges can seem daunting. Our commitment is to utilize all our resources to help you pursue the life you desire. We help our clients get out of their own way when it comes to long-term plans they may feel initially uneasy about.
Regular interactions provide a clearer understanding of your current circumstances and give a sense of your eventual success rate. We all need to think outside the box sometimes. Our team is not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy and efforts are focused on you and your satisfaction.
Please feel free to contact us to discover how our mission aligns with your values. We will be happy to answer any questions you may have about our financial planning process.
Our team utilizes a client-focused process. We understand that not every financial strategy will match every goals, and so we custom-build each plan for our clients.
Amenity Wealth was founded to establish an environment where over thirty years of experience could be honed to cultivate our client-focused approach. We draw upon the best practices from diverse sources and utilize cutting-edge methods to streamline your financial journey. Your experience is the alpha and omega of our mission.