At Amplio Wealth Management, it is our vision to help you achieve yours.
You’ve worked hard to build your wealth. Whether you spearheaded the family business to higher levels of success, climbed the ladder to the top one rung at a time, excelled in your chosen field, or struck out in an innovative or never-explored direction, you can be proud of your achievement. One thing is for certain: you haven’t just plodded along the path most traveled, and neither have we. We’ve eschewed the “business as usual” approach of focusing on just one cookie-cutter strategy or compromising our objectivity. Instead, we’ve refined our planning and investment strategy to precisely where it should be – with you at the center.
We differentiate ourselves from our competition in several ways.
First, we have a relationship with the leading independent broker-dealer in the country, LPL Financial.* This goes a long way to solving the problems associated with conflict of interest. We don’t have our own brand name products and therefore there is no incentive or encouragement to recommend a portfolio or product that is anything but what we feel is best for your specific situation.
Second, being independent also allows us to have access to a larger group of possible products and services. This means that you can have access to virtually any company’s products and services and get them from one advisor on one financial statement. Having more choices when making recommendations for our portfolio, improves our chances at being successful in helping you pursue your goals.
Third, much of the uncertainty and lack of trust that consumers feel comes from not having enough information on the different types of strategies available. Not knowing how or what the advisor is being compensated, and especially why the recommendations made are right for them in the first place. We avoid this problem from the outset by focusing on education and taking the time to answer your questions until you are satisfied. In addition, any question is fair game and we never make you feel as if you are wasting our time.
Finally, because we specialize in helping people like you, we have the insight and experience of helping people who have face similar issues and are better prepared to provide you with the advice that you need.
*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.