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14 Columbia Circle Drive Suite 204 Albany, NY 12203

(518) 479-4600
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Our Differentiator 

We help to simplify the complex and take the mystery out of money and finances.

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OUR PHILOSOPHY

By helping you articulate your aspirations, we are better able to understand where you want to be and develop a roadmap to help you get there.

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WHO WE SERVE

No matter where you are in life – just getting started or planning for retirement – you have goals and dreams.

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Trust * Experience * Understanding

We work to understand you and your family and guide you, like your family's CFO, toward the growth and preservation of your meaningful wealth.


Retirement Income Planning

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“Our goal is to provide you with a retirement “Paycheck” and to help reduce the fear of potentially outliving your money.”

- A.J. Amato, Founder

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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

A Strategy To Help You Create Meaningful Wealth

Client Centered

Learn more about our financial planning process, A.J. Amato GPS™, designed to help guide you from where you are towards where you want to be.

Learn more about A.J. Amato GPS

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