A complete list of active advisors currently associated with AMJ Financial Wealth Management LLC
Warmer can help you find a great advisor at AMJ Financial Wealth Management LLC or one who fits your needs even better.
AMJ Financial Wealth Management LLC provides financial planning and discretionary investment management to individuals (including high-net-worth clients), families, trusts, retirement plans, foundations, and institutions, and also offers standalone planning, retirement-plan advisory, and small-business consulting/virtual CFO services. The firm manages roughly $482 million in client assets across its advisor team and offers asset-based advisory arrangements alongside a sponsored wrap-fee program. The firm’s investment process blends top-down macroeconomic analysis with fundamental research sourced from LSEG Data & Analytics and CFRA, followed by a quantitative, 11-sector evaluation to weight and time equity entries and exits. Portfolios are implemented and monitored using portfolio-rebalancing software and block trading where appropriate, and strategies may include long- and short-term trading, margin, and options writing while incorporating client-specific risk tolerance assessments and periodic reviews. A distinctive aspect of AMJ is that certain investment adviser representatives are also licensed insurance agents and registered representatives of a broker-dealer and may accept commissions or other outside compensation; the firm discloses these dual roles and the potential conflicts of interest. AMJ also documents specialized retirement-plan work (including ERISA 3(21) and 3(38) services), legacy-position management, and its wrap program and small-business consulting offerings as features that set it apart from many multi-team peers.
To learn more about the advisors currently working at AMJ Financial Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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