Celebrating Your Individualism
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.
Our 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.
Our History
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.