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Alfred F

Series 65, Series 63

Westlake, OH

AMFG Wealth Management LLC

Alfred Feronti is a financial advisor with AMFG Wealth Management LLC in Westlake, OH, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. He has been with AMFG Wealth Management since 2018 and previously worked at SageGuard Wealth Management and Hazard & Siegel Inc. Feronti owns A & M Financial Group Inc., a company involved in the sale and service of fixed insurance products and acting as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management is a small advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm provides ongoing portfolio management and financial planning, often referring client assets to third-party managers and using a modern portfolio theory-based investment process documented through Investment Policy Statements.

Options & derivatives strategies Annuities Founder/Business Owner Retired
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James E

CFP®, Series 65, Series 63

Westlake, OH

AMFG Wealth Management LLC

James Eastwood is a CFP® with 29 years of industry experience. He is currently with AMFG Wealth Management LLC and has held roles at firms including Allstate Insurance Co, OneAmerica Securities, and American United Life. He has been affiliated with the J Edward Group since 2000. AMFG Wealth Management is a small team advisory firm serving individual and high-net-worth clients, retirement plans, charities, and corporate entities. The firm uses a modern portfolio theory-based investment approach, offers ongoing portfolio management and financial planning, and may refer assets to third-party managers while maintaining documented Investment Policy Statements for clients.

Options & derivatives strategies Annuities Founder/Business Owner Retired
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Zachariah S

Series 63, Series 65

Westlake, OH

AMFG Wealth Management LLC

Zachariah Spicer is a financial advisor with AMFG Wealth Management LLC in Ashland, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Oneamerica Securities and American United Life. He is also a licensed life insurance agent involved in the sale of life, disability, annuities, and long-term care insurance products. AMFG Wealth Management LLC is a small team advisory firm managing approximately $44 million for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm provides portfolio management, financial planning, and third-party money manager referrals, employing both long- and short-term trading strategies including covered-call options.

Options & derivatives strategies Annuities Founder/Business Owner Retired
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