Amphora Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amphora Wealth Management serves individuals (including high‑net‑worth clients), charitable organizations, and employer retirement plans, offering investment management, financial planning, family office and pension consulting services. The firm also provides integrated wealth management for closely held business owners and financial counseling as a complement to ongoing portfolio oversight.
Its investment approach is long‑term with an emphasis on tax‑ and fee‑sensitivity and uses an “enhanced open architecture” that blends active and passive strategies, third‑party subadvisors, and customized fixed‑income solutions. Amphora manages accounts on both discretionary and nondiscretionary bases, reviews held‑away assets in an integrated way, and applies Modern Portfolio Theory to guide asset allocation.
Several features distinguish the firm from many peers: a firm principal is a licensed attorney who is of‑counsel to an outside law firm and may provide legal services under separate engagements, the firm has ownership ties to an entity that provides insurance services and some personnel receive legacy trailing insurance commissions, and it periodically offers educational seminars and targeted divorce consulting. These affiliations and program relationships (including access to third‑party cash aggregation and reduced‑minimum fund arrangements) are disclosed in the brochure and managed through separate engagement terms and transparency about conflicts.
Client services
Expertise
Fee options
Financial planning services flat fees range from $10,000 to $50,000 per plan; educational seminars/workshops $100 to $500 flat fee
$0 - $2,000,000: 1.00% annually $2,000,001 - $6,000,000: 0.80% annually $6,000,001 - $16,000,000: 0.60% annually $16,000,001+: 0.50% annually
Hourly rates from $50 to $800 per hour depending on position and service; $300/hour for divorce consulting
Account minimum: $10,000 annual fee minimum Minimum fee: Minimum annual fee of $10,000, charged in quarterly increments Fee-only: Financial planning flat fees $10,000 to $50,000 per plan; hourly rates $50 to $800 per hour depending on service
Main office
See office100 Europa Drive, Suite 431
Chapel Hill NC 27517
Advisors at this office
2
Offices (2)
Most active in
North Carolina · Pennsylvania
Also doing business as
Amphora Divorce · Amphora Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Eric S
Series 63, Series 65
Chapel Hill, NC
Amphora Wealth Management, LLC
Eric Sobocinski is a financial advisor at Amphora Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has served as Owner and President of Kylix Management, Inc., providing management services and insurance sales. Additionally, he is Of Counsel at Walker, Lambe, PLLC, a law firm, and Vice President & Counsel at Turner-Gary Sports, Inc., a firm representing athletes and coaches. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach with diversified portfolios and offers educational seminars alongside ongoing portfolio monitoring.
Anthony G
Series 65
Media, PA
Amphora Wealth Management, LLC
Anthony Giunipero is a financial advisor at Amphora Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at OneMain Financial and Globus Medical. Giunipero has served in the United States Marine Corps Reserves since 2009, currently holding the rank of Major and working as a Recruiting Support Officer. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans by providing investment management, financial planning, pension consulting, and specialized services such as divorce consulting and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, utilizing diversified portfolios aligned with Modern Portfolio Theory and conducts ongoing account monitoring and quarterly reviews.
Amy Jo M
CFP®
Chapel Hill, NC
Amphora Wealth Management, LLC
Amy Jo Mc Elfresh is a CFP® professional with eight years of experience in financial advising. She has been with Amphora Wealth Management, LLC since 2018 and previously worked at Guardian Pointe Private Wealth Management. Outside of her advisory role, she is involved in management activities with Gratitude, Inc. and serves as president of AJM Consulting, Inc., a consulting and insurance-related business. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans, providing investment management, financial planning, and specialized consulting services such as divorce and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, using diversified portfolios guided by Modern Portfolio Theory and conducts ongoing account monitoring and reviews.
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