Success is different for all. Shouldn’t your strategy reflect that?

We understand success is as individual as you are. 
We strive to understand what success means to 
you so that we can create a strategic financial plan 
that guides you in the pursuit of your dreams.
SCHEDULE AN APPOINTMENT

Success is different for all. Shouldn’t your strategy reflect that?

We understand success is as individual as you are.  We strive to understand what success means to  you so that we can create a strategic financial plan that guides you in the pursuit of your dreams.
SCHEDULE AN APPOINTMENT

Learn About AMJ

WE’RE NOT YOUR TYPICAL FINANCIAL FIRM

We base your financial success on our client relationship roadmap.

01: Articulate
We sit down with clients to help them decide what they want their future to be. If money were no object, what would you be doing? Where will you live in 10 years? What hobbies would you devote more time to? What causes are important to you? Would you travel more? If so, where?
02: ANALYZE
Once decided where you would like to be in the future, we analyze where you are currently and how we can help you be successful.
03: ALLOCATE
Utilizing all of our resources, we create a personalized financial roadmap designed to overcome the threats, seize opportunities to pursue growth of your wealth, and to work toward achieving your life goals.
04: ASSESS
At AMJ we provide accountability and benchmarking to the plan to help ensure you stay on course to your ideal future. In other words, we monitor your implemented financial plan each step of the way. The financial world is full of changing dynamics so your plan needs to be flexible enough to thrive in changing market conditions.
05: RELATIONSHIP
The secret ingredient to reaching your financial goal is the relationship between you and your financial advisor! At AMJ we strive to create and maintain that relationship. This final and most critical part of our plan, and your success, is continued communication with AMJ Financial Wealth Management. We will continue to provide objective advice on ways to improve your plan’s performance as your ideal future comes more fully into view.

What Makes Us Unique?

OUR SERVICES

We’re motivated by your goals, not spreadsheets.

icon for holistic wealth planning
Holistic Wealth Planning
Icon for Customized Wealth Management
Customized Wealth Planning
Icon for Estate Planning
Estate Planning
Icon for Life Insurance
Life Insurance
Icon for Retirement Planning
Retirement Planning
Icon for Income Planning
Income Planning
Icon for Education Planning
Education Planning
Icon for Tax Efficient Portfolio
Tax Efficient Portfolios
Icon for Tax Harvesting
Tax Harvesting
Icon for Risk Management
Risk Management

Resources

Sharing our perspectives to keep you better informed.

Market Commentary

View market commentary

Industry Insights

View Industry Insights

Video Resources

View Video Resources
Securities offered through Osaic Wealth, Inc. For more information, click a link below:
FINRASIPC 
Investment advisory services offered through AMJ Financial Wealth Management, a registered investment advisor.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
lockphone-squareplay-circle