Our Mission
Amicus stands by your side, providing personalized financial guidance and investment management to empower you on your journey towards financial fulfillment. We believe in fostering long-term relationships built on trust, transparency, and open communication.
Who We Are
Our team of experienced financial professionals is driven by a genuine desire to understand your unique needs and aspirations. We work alongside you, collaboratively crafting a tailored financial plan that aligns with your individual goals and risk tolerance. We take pride in being an impartial advisor, offering unbiased guidance and objective recommendations.
Our Core Beliefs
- Client-Focused: We prioritize your needs and aspirations, treating you as an individual, not just a portfolio.
- Goal-Driven: We work alongside you to establish clear and quantifiable financial goals.
- Evidence-Based: We make informed investment decisions rooted in sound research and data, not speculation.
- Transparency and Accountability: We maintain open communication and provide regular updates on your financial plan's performance.
Our Services
Amicus offers a comprehensive range of financial services, including:
Investment Management
- Development of a personalized investment plan aligned with your goals and risk tolerance
- Diversification across global assets and asset classes
- Regular portfolio reviews and adjustments
- Tax-efficient portfolio management
Financial Planning
- Comprehensive planning covering retirement, estate, taxes, and more
- Cash flow analysis and budgeting
- Risk management strategies
- Business succession planning
Additional Services
- Retirement planning
- Risk management
- Tax planning
- Business succession planning
- Education planning
- Charitable giving
Our Process - Tailored to You
We believe in a personalized approach to financial planning, which includes:
1. Listen & Learn: Understanding your unique needs and aspirations
2. Exchange & Analyze: Evaluating your current financial situation
3. Personalized Care: Developing a tailored financial plan
4. Establish & Authorize: Implementing your investment plan
5. Relax & Review: Ongoing monitoring, rebalancing, and reporting
Start your financial journey with Amicus today and discover the difference a personalized financial partner can make in your life.
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