Our Differentiator
We help to simplify the complex and take the mystery out of money and finances.
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.
WHO WE SERVE
No matter where you are in life – just getting started or planning for retirement – you have goals and dreams.
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
Learn moreA Strategy To Help You Create Meaningful Wealth

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.