Amphora Wealth Management

At our company, we understand that each client has unique financial goals and aspirations. We cater to high performing entrepreneurs, physicians, professors, athletes, and coaches who expect nothing but the best. Our commitment to excellence and personalized wealth management sets us apart from other financial service firms.

Our Investment Philosophy

We believe in a passive management approach, supported by academic evidence that markets are highly efficient. This means that market prices reflect fair value almost instantly, making it challenging to exploit anomalies for profit. By assuming that markets are efficient, we can focus on maximizing diversification, minimizing expenses, and enhancing tax efficiency for our clients.

Building Your Wealth Strategy

Our relationship with you is built on trust and a deep understanding of your financial objectives. We address four key components of life planning: enhancing wealth, protecting wealth, transferring wealth, and donating wealth. Each component is critical and requires careful consideration to ensure a balanced and successful financial strategy.

Enhancing Your Wealth

As your trusted investment advisor, we apply a prudent approach tailored to your risk tolerance, goals, and circumstances. Our passive investment strategy aims to provide broad global diversification and appropriate asset location between taxable and tax-advantaged accounts. This approach ensures that your financial portfolio is aligned with your personal preferences and goals.

Protecting Your Wealth

We understand that your financial goals can span a lifetime or even generations. Therefore, it's crucial to prepare for uncertain events that could impact your strategy. Our approach to wealth protection is thoughtful and individualized, focusing on planning, procedures, and documents to safeguard your wealth. We may also incorporate insurance or related tools as necessary.

Transferring Wealth

Leaving a legacy is a significant goal for many individuals, but research shows that only about one-third of wealth transfers are successful after transition. We believe that open communication among family members is key to successful wealth transfer. Our resources can assist with financial management and estate planning details, as well as guidance on personal dynamics critical to multigenerational wealth transition.

Donating Wealth

Philanthropy is a vital aspect of wealth management. We understand the value of giving back to the community and can help you make informed decisions about charitable donations. Our goal is to ensure that your philanthropic efforts align with your personal values and financial objectives.