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Personal Wealth Management

Personal Wealth Management

Managing your family’s wealth means more to us than simply allocating your assets. Financial matters are deeply personal, and our goal is to help our clients make better sense of both life and money. Consider partnering with us as you manage and enjoy your family’s wealth, and as you build your enduring legacy.

When we ask our clients to describe their vision of financial security, their answers are rarely the same. That’s why we begin every relationship by establishing your unique profile. Knowing where you are, where you’re going, and how you’d like to get there is the foundation of our approach.

Take a minute to answer a few questions about your Investor Profile.

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As a full-service, dually registered Broker Dealer we are able to combine our brokerage and advisory knowledge to provide our clients flexible and cost-effective investment solutions.  We partner with you to create a balanced portfolio that provides an optimal mix of investment products tailored to your lifestyle and long-term goals, while keeping you informed with consistent interactions and simple, detailed account statements and Online Account Access.

We take great pride in the fact that you trust our firm to manage your investments, and we take seriously the associated ramifications. Click here to learn about how your Amuni Financial account is protected.

Retirement Planning

We offer multiple retirement plan options uniquely tailored to your individual risk profile and investment objectives.

College Saving Accounts

College expenses have continually risen over the last 30 years outpacing inflation. With that being said, it is more important than ever to have an accurate plan for your children’s educational expenses.

Legacy Planning

We’re able to use our strengths, the strengths of our clearing firm, and those of our professional partners to tackle complex investment and wealth plans.

Individual Fixed Income Securities

With a full-service, in-house trading desk, you can rest assured that we will diligently pursue the best possible execution for all of your transactions.

Advisory Services

Having managed individual investments for over 35 years, Amuni Financial has the experience and resources to help you achieve your financial goals.

Annuities

An Annuity is an insurance product designed to provide steady income streams over a defined period of time.

Long Term Care Insurance

Long Term Care Insurance helps protect you and your family from the financial burden associated with prolonged long term health care related expenses.

Disability Insurance

If you lose your ability to make a living, all your hard work and planning could be compromised. Disability Insurance is a product that can allow you to keep your financial goals intact if the unexpected does occur.

Individual Fixed Income Securities

With a full-service, in-house trading desk, you can rest assured that we will diligently pursue the best execution in all of your transactions.