Services

Amenity Wealth is proud to offer financial analysis and planning as our specialties. The more detailed and precise an advisor can be in recording the current financial position, the greater their accuracy will be in multi-year projections. Additionally, we offer products and services in wealth management, asset management, brokerage, and insurance. Our firm is constantly growing and adapting to the modern world, and we are particularly focused on expanding our advisory division.

Our team members value candor when delivering products and services to our clients. We openly discuss what their options are, both within and outside the firm. At Amenity Wealth, we focus on the facts – we avoid any dressed-up phraseology some clients may have come to expect from their financial advisors. By maintaining absolute clarity, we use our transparency as our shield. 

We understand the many challenges of financial planning. We recognize the biggest concern for many is outliving their money. Our service focuses on comprehensive wealth management, incorporating a holistic approach, and reviewing all aspects critical to your financial well-being. Please review the products and services that we are proud to offer, listed below.

If you feel that your financial future could benefit from any number of the products and services that we offer, please reach out and set up an appointment to discuss how we can integrate them into your financial plan.