Independent. Fiduciary. Your Interests Are Our Only Mandate.

Our Story

Welcome to a Better, Amplified Wealth Management Experience

A Client-First Approach for Better Outcomes

Amplius Wealth was founded to foster a client-first approach to wealth management that emphasizes a better client experience, and better financial outcomes. The name ‘Amplius’ stems from the word ‘amplify,’ which is the operative word through which we deliver our array of services – seeking to ‘amplify’ the client experience. The backgrounds of our founding partners include tenures with large, well-known institutional investment firms, combined with an experienced, boutique focus on individuals and families, particularly those individuals building their wealth through an executive career, or families that often oversee a closely-held business.

As such, our team understands the unique challenges of managing complex compensation, balancing family dynamics with self-employment and entrepreneurial vision, and preserving multi-generational wealth. This commitment to personalized, unbiased advice drives our mission to empower clients to achieve greater financial outcomes in pursuit of their goals.

What Sets

Us Apart

“Vision without execution is hallucination.”

–Thomas Edison

Independence

As an independent firm, Amplius Wealth is free from the constraints of large financial institutions. This independence allows us to provide unbiased advice, focusing exclusively on what’s best for you without the influence of proprietary products or sales quotas.

Fiduciary Responsibility

Our role as fiduciaries means we are legally and ethically committed to putting your interests above all else. This responsibility shapes every recommendation we make, giving you the assurance that our advice is grounded in what’s right for your unique situation.

Decades of Expertise

With years of experience managing wealth for corporate executives, affluent families, and those navigating complex life transitions, our team has developed the expertise to address intricate financial needs. From employee stock awards to tax optimization, estate planning, and wealth transfer, we understand the strategies that help protect and grow wealth across generations.

Nationally Recognized By

Meet The Team

An experienced, dedicated team of financial professionals.

Wealth Advisors

Samuel A. Liebman

Founding Partner & Chairman

Matthew D. Liebman, CFA®, CRPC®, CAIA®

Founding Partner & Chief Executive Officer

Aaron Marks

Founding Partner & Chief Strategy Officer

Patrick J. Swift, CFP®

Partner & President of Wealth Planning

Sean Green

Wealth Analyst

Maria Kelly, CFP®

Senior Wealth Advisor

Phil Matalucci, CFP®

Wealth Advisor

Allyson Mangine, CFP®

Wealth Advisor

Client Service Team

Monica Lanzilotta

Director of Client Experience

Michelle Czarnecki, MBA

Director of Client Operations

Merritt Carew

Client Service Associate

Joanna Bellinzoni

Client Service Associate

Recognized for Excellence

Forbes Best-In-State Wealth Advisors

Source: Forbes.com (Awarded Apr 2025)
Data compiled by SHOOK Research LLC based on time period from 6/30/23 - 6/30/24.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Forbes TOP RIA Firms (2024) | Shook Research

Data provided by SHOOK®Research, LLC. Data as of 3/31/24
Source: Forbes.com (October, 2024).

Forbes America’s Top RIA Firm's ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes Best-in-State Wealth Advisors

Data provided by SHOOK® Research, LLC — Data as of 6/30/23.

Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.

Advisor Hub - The Advisors to Watch

Advisor Hub - The Advisors to Watch ranks advisors on the basis of 1) scale and quality of practice, 2) year over year growth and 3) overall professionalism. Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Participation in this ranking is open to any firm or advisor and there are no fees for participation.