Chapel Hill, NC Office
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Amphora Wealth Management, LLC
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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.
Based on Amphora Wealth Management, LLC
Expertise
Based on Amphora Wealth Management, LLC
Location
100 Europa Drive, Suite 431
Chapel Hill NC 27517
Advisors at this office
2
Advisors at this office
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.
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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