• Decades of former experience with multiple major institutional financial firms including Merrill Lynch, UBS, PaineWebber, & Prudential Securities.

• Our multi-generational staff is made up of individuals with expertise in a variety of wealth management disciplines and diverse backgrounds, with a CFA® charterholder and CFP® Professionals on staff.

• Advice & Guidance: Amplius operates under a fiduciary standard, which means we are required to put your best interests and needs first, providing a conflict-free, impartial, and unbiased relationship framework.

• Services, Products, & Solutions: As an independent firm, we offer services, products, and solutions from best-in-class 3rd party providers. Our advisors have the freedom and resources to make recommendations based on merit and quality, independently of brand affiliation.

• Separate & Secure Custody: Client assets are safeguarded by a separate custodian, a 3rd party financial institution with industry-leading custodial services.

• Amplius serves clients across the US. We believe niche expertise with regard to your financial situation is more pertinent than geographical location.

• Cashflow Optimization

• Retirement & Education Planning

• Asset Allocation & Investment Strategy

• Major Life Event Planning (Business Sale, Major Purchase, Etc.)

• Tax Planning & Strategy

• Risk Management & Insurance Planning

• Estate Planning & Strategy

• We believe the ‘1A’ most important investment decision one can make is to make sure their asset allocation is right for their financial plan. That is, how much of their net worth (or what percentage) should be allocated to various investment asset classes for both the short and long term. 

• The ‘1B’ most important rule of successful investing comes down to behavioral discipline. That is, sticking with your investment strategy through ups, downs, good times and bad, to allow for the strategy to work successfully long-term.