4401 Atlantic Ave,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
CFA, CFP® Wealth Manager/Founder
As Founder and Wealth Manager at Amenity Wealth, I specialize in financial analysis, retirement planning, estate planning, and developing goals-based plans for clients. I help ease my clients’ concerns that can arise when...
Financial Services Assistant
Dianna graduated from the University of South Carolina, where she earned a BSBA in Economics and Finance. To the great benefit of the team and clients of Amenity Wealth, she brings this same dedicated work ethic and high standard...