AMFG Wealth Management LLC

Alfred Feronti is a financial advisor at AMFG Wealth Management LLC with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Hazard & Siegel Inc and A & M Financial Group, which he owns and operates, focusing on 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 team 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 money managers and utilizing documented Investment Policy Statements grounded in modern portfolio theory.

James Eastwood is a CFP® professional with 29 years of experience in the financial services industry. He is currently an advisor at AMFG Wealth Management LLC and has held previous roles at Allstate Insurance Co, OneAmerica Securities, and American United Life. Eastwood has maintained a long-term affiliation with J Edward Group since 2000. AMFG Wealth Management serves individual and high-net-worth clients, retirement plans, charities, and corporate entities by providing portfolio management and financial planning services. The firm employs modern portfolio theory and documented investment policy statements, often using discretionary trading strategies and third-party money managers to meet client objectives.

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.

Ron Maxwell is a financial advisor with AMFG Wealth Management LLC, bringing 18 years of industry experience. His career includes roles at Mass Mutual Investors Services, Guardian Life Insurance Company, and Park Avenue Securities. He is also involved with The Protection Pro LLC. AMFG Wealth Management is a small team advisory firm serving individual and high-net-worth clients, as well as retirement plans, charities, and corporate entities. The firm provides portfolio management and financial planning, often referring client assets to third-party money managers and preparing Investment Policy Statements tailored to each client.

William Demarco is a financial advisor with AMFG Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at ORG Partners, WealthShield Partners, and several insurance and investment firms. Outside of advising, he owns a promotional products distribution business and works as a loan originator. AMFG Wealth Management LLC is a small team firm managing approximately $44 million for individual clients, pension plans, charitable organizations, and corporations. The firm provides portfolio management and financial planning, employing strategies based on modern portfolio theory and utilizing a mix of mutual funds, fixed income, equities, ETFs, and annuities.