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14 Columbia Circle Drive, Suite 204
Albany, NY 12203
Phone: (518) 479-4600
Fax: (518) 479-4603

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Trust | Experience | Understanding

Addressing Your Needs for Today
Helping You Plan for Tomorrow

A.J. Amato Wealth Management is committed to understanding your vision of true wealth and providing customized strategies and trusted guidance to help you pursue financial independence.

We take great pride in our personal review process and our dedication to developing longstanding relationships with all of our clients. In addition, we pride ourselves on being independent and offering counsel that is objective and always in your best interests.

Let us help simplify the complex and provide honest, caring advice as we partner with you to create a personalized strategy that helps ensure your vision for the future remains within reach.

Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

 

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Surprises

Making the most of surprises is a great reason to work with us.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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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