Broker Check

14 Columbia Circle Drive Suite 204 Albany, NY 12203

(518) 479-4600
My Account

Our Differentiator 

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

Learn More

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.

Learn More

WHO WE SERVE

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

Learn More

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 more

“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

Learn more

“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

Sign Up to receive our Weekly Market Commentary

Thank you!
Oops!