Are you …
I have sacrificed too much to not feel financially secure.
I’m ready to take the first step towards securing a prosperous future.
Amicus Is
Our advisors work together alongside a team of tax experts, attorneys, and investment specialists.
We are held to the fiduciary standard – our recommendations are always based on what is in your best interest for your individual situation.
We’re committed to building a lifelong connection that goes beyond finances, where your dreams and goals become our shared purpose, and we’ll stand by you with genuine care and a professional commitment every step of the way.
I want to partner with a team of professionals who work alongside me and who measure their success by my success.
Our Core Beliefs
Client Focused
We always consider our clients’ family needs, personal circumstances, values, and aspirations when making recommendations. We have long-term relationships with our clients and always remain committed to adjusting their investment plans as their goals and circumstances in life evolve.
Goal Driven
We seek to fully understand the needs and goals of our clients and always put their interests first. We measure our own success by our client’s success in achieving their goals in life.
Evidence Based
We utilize the most sophisticated and innovative investment strategies that have been proven through sound research. We do not bet on popular funds, nor do we chase after high investment returns that are not maintainable in the long term.
