4401 Atlantic Ave,
Our advisors believe that financial planning is the heart of the entire process, regardless of the products and services implemented. We follow a unique process: we begin with what’s important to you and what you care most about in your life. The better we understand you, the better we can address your explicit and implicit concerns. It not only allows us to tailor a financial plan to closely align with your goals and expectations, but it also gives us insight into the type of investor you are and the type of professional relationship you’re seeking. That is why we prioritize developing a relationship with you – so that we can get to know everything about you and your dreams.
At Amenity Wealth, our team follows our innovative “Four C’s Process”: consultation, collection, commencement, and continuation. Our process is comprehensive:
If you feel that our process is something that could align well with the goals that you have for your future, please reach out and set up an appointment today and we can get started