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4 Springhurst Drive, Suite 212
East Greenbush, NY 12061
Phone: (518) 479-4600
Fax: (518) 479-4603

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

  • Our team of financial professionals can help you address:
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • We also can answer your questions, including:
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

A.J. Amato, CPA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(518) 479-4600

(518) 479-4603

A.J. began his career in 1982 and has over 30 years of financial services experience, including long careers with one of the largest banking institutions in the U.S. and a renowned certified public accounting firm. He established A.J....

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Laurie was hired in November 2012 as an Administrative Associate to help maintain quality client services in our ever growing firm. Prior to joining A.J. Amato Wealth Management, Laurie worked 16 years for a family business in an...

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James I. Sullivan, II

LPL Registered Client Services Associate

(518) 479-4600

(518)479-4603

In July 2015, Jim joined A.J. Amato Wealth Management as a Client Services Associate. In his position, Jim is responsible for assisting A.J. with the development of comprehensive financial plans, investment research, ....

 

 

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Ann Amato

Client Services Associate

(518) 479-4600

(518) 479-4603

In her role as Client Service Associate, Ann is responsible for all the day to day non-client office administration as well as assisting with client servicing. Prior to joining the firm in September 2016, Ann worked for over 30 years...

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"We carefully guide you through all your personal financial milestones, offering
objective, thoughtful insight along the way."

-A.J. Amato, Founder