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Amy Z

CFP®, Series 65, Series 66

Houston, TX

Focus Partners Wealth, LLC

Amy Zamikovsky is a CFP® with 16 years of industry experience currently affiliated with Focus Partners Wealth, LLC. Her work history includes roles at Kovitz Investment Group Partners, Transform Wealth, Woodson Wealth Management and Consulting, Merrill, and legal practice through Zamikovsky Law, PLLC. She has experience spanning both financial advisory and legal services. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and proprietary tools within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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