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Amplius Wealth Advisors

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Amplius Wealth Advisors

At Amplius, We Amplify Our Focus Solely On You. Amplius is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms.

Amplius Wealth Advisors offers independent, fiduciary financial planning and investment management, helping executives, professionals, and families optimize their financial strategies. Amplius Wealth Advisors is a registered independent advisory firm, helping successful executives, professionals and multigenerational families, solve complex decisions on how to best protect, sustain, and transfer t

heir wealth. Based in the Philadelphia area, Amplius is run by a team of experienced wealth managers who worked together at an industry leader, honing their financial planning expertise, and now deliver a broader, objective offering of advice, investment opportunity, and resources, backed by the personal attention of a boutique firm. Through Dynasty, Amplius has access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center. Operating in Dynasty’s open architecture, Amplius fulfills the fiduciary standard in every client relationship: putting the client’s best interests ahead of all others. Serving as steward, advisor and advocate for their clients, Amplius offers goals-based financial planning. The firm’s highly disciplined process begins with a deep learning of all components of a client’s life that either impact or are impacted by any financial decisions. By getting to know each client personally, the Amplius team helps them articulate their needs and goals in a holistic approach to constructing a customized financial roadmap. Applying business insights, planning expertise, and wealth management experience, the Amplius team creates a set of recommendations fully adapted to the individual client’s situation. Those recommendations are based on the sound judgment of how the Amplius team members would apply the same solutions to their own lives. This level of accountability, enhanced by the genuine compassion that drives the culture at Amplius, is a distinct hallmark of how the firm is committed to serving its clients. Amplius Wealth Advisors helps clients sustain and prudently grow their wealth by offering customized solutions to achieve their goals through a thorough approach to financial planning and a vast array of investment resources.

07/17/2026

Some of the best market wisdom doesn't come from a Bloomberg terminal.

It comes from someone who's actually been through it.

In Episode 48 of the Wealth Amplifier Podcast, Matt sits down with Amplius Founding Partner & Chairman Sam Liebman for a conversation that spans more than five decades of market history.

Sam started his career in 1969, right at the beginning of a 13-year bear market. He navigated the Crash of 87, the dot-com bust, and 2008. And he's seen what separates investors who come out ahead from those who don't.

They cover:
- What it was like to build a business when stocks and bonds were both going down for 13 straight years
- How Sam spotted the warning signs before Black Monday in 1987 and what he did about it
- The one move that made all the difference: reducing equity exposure before the crash, then buying back in quarter by quarter on the way down
- Where markets stand today and why this moment doesn't look like 87, 2000, or 2008
- The long-term outlook for wealth management and why a good advisor still can't be replaced by a model

If you've ever wondered what real long-term perspective actually sounds like, this is the episode.

Listen here 🎙
📺 YouTube: https://hubs.ly/Q04pRKvh0
🍏 Apple Podcasts: https://hubs.ly/Q04pRNGs0
🎵 Spotify: https://hubs.ly/Q04pRKbz0
The Wealth Amplifier Podcast: https://tinyurl.com/the-wealth-advisors

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

07/16/2026

One year ago, we launched the Amplius Aggressive Asset Allocation ETF (Symbol: AAAA).

This ETF is designed for investors seeking capital appreciation through a tax-efficient, growth-oriented core holding that offers broad diversification with less volatility than traditional all-equity strategies.

We launched the fund via a 351 exchange, which gave many of our investors the opportunity to diversify from existing positions in their portfolio, without realizing capital gains tax.

Year one is in the books.

Excited for what’s next!

Learn more at https://hubs.ly/Q04m1WZz0

https://hubs.ly/Q04m2gMx0

For educational purposes only. Not investment or tax advice.

07/15/2026

📊 Amplius Chart of the Week

With U.S markets sitting near record new highs this year, it's worth looking at what's underpinning the strength.

Consensus estimates are now projecting S&P 500 earnings per share growth of +20% over the next 12 months.

If corporate earnings continue to grow as expected, today's valuations may be supported by improving fundamentals rather than multiple expansion alone.

While earnings forecasts can change, this positive outlook highlights why focusing on long-term business fundamentals may be more important than short-term headlines and market fluctuations.

Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss. The information presented in this communication should not be relied upon to make an investment decision or be construed as legal, tax, or financial advice. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

07/11/2026

Trump accounts have been all over the news — and we've been getting a lot of questions about whether they make sense for saving for your kids or grandkids.

The short answer: they're not what most people think they are.

Patrick Swift, CFP® breaks it all down in a new video, including what Trump accounts actually are, how they compare to 529s and UTMAs, and why the goal you're saving for matters more than the account type.

Watch here: https://hubs.ly/Q04pcNm00

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

07/10/2026

When everyone's biggest problem is "I have too many gains," that's worth paying attention to.

Tax planning matters. But when no one's worried about the market going down anymore — only what to do with all their profits — that's a little bit of a contrarian signal. Matt breaks it down in Ep. 47.

Catch our latest episode: In episode 47, Matt, Aaron, & Patrick are back together to celebrate America's 250th birthday and the theme of independence. They discuss the importance of independent financial advice, Amplius' journey through 5+ years of existence, and the exceptionalism of American innovation. They also provide an update on markets, Matt reveals a brand new segment, and Aaron provides a new hoagie review.
🎙 https://hubs.ly/Q04p77GC0

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

07/09/2026

📊 Amplius Chart of the Week
After several years of lagging both large-cap U.S. stocks and international equities, U.S. small-cap stocks have staged a meaningful recovery in 2026.

Their 12.3% outperformance versus large-cap stocks through the first half of the year marks the widest margin in more than two decades.

This serves as a reminder that market leadership can shift quickly and often without warning.

A diversified portfolio is designed to provide exposure to tomorrow's leaders rather than chasing yesterday's winners.

Remaining disciplined through ever-changing market cycles may continue to be one of the most effective ways to build long-term wealth.

Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss. The information presented in this communication should not be relied upon to make an investment decision or be construed as legal, tax, or financial advice. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

07/08/2026

The Hoagie King is back with his verdict. 👑

Sam's Italian Market was almost a nine. Then the frozen meatball situation happened.

8.8. Docked accordingly. No notes.

Watch more of the episode here:
https://hubs.ly/Q04nZ7nF0

07/04/2026

Happy Independence Day from the Amplius team!

Enjoy the fireworks, stay safe, and have a wonderful day celebrating with family and friends! ❤️🤍💙

07/03/2026

Happy 250th birthday, America. And for us, it's a fitting theme.

Amplius just crossed five years as an independent, fiduciary firm. And on Episode 47 of the Wealth Amplifier Podcast, we talked about what that independence actually means for the people we work with.

Spoiler: it's not just a legal designation. It's fewer layers between us and our clients, no product quotas, no "lead with lending" mandates, and the ability to actually shop around for the best solution for each person.

We also got into:
- A SpaceX IPO recap: how it went, what we noticed about the process, and how quickly the news cycle moved on
- Markets at the midpoint of the year: small cap stocks up over 20% and barely anyone is talking about it
- Matt's new segment, "What's Matt Worried About Now?" featuring three things keeping him up at night, including leverage creeping into the system and the tail wagging the dog on tax strategy
- Aaron's hoagie review: Sam's Italian Market, an 8.8 with a dock for the frozen meatballs

Long term optimists. Short term worriers. Always independent.

Listen here 🎙
📺 YouTube: https://hubs.ly/Q04nwm4t0
The Wealth Amplifier Podcast: https://tinyurl.com/the-wealth-advisors

07/02/2026

📊 Amplius Chart of the Week

Over the past 12 months, the S&P 500 has delivered a total return of 22.3%, while forward corporate earnings estimates have grown by 32.3% over the same period.

As the chart above illustrates, going back to 2000, stock prices and earnings growth have moved together through every boom-and-bust cycle.

While headlines, geopolitical uncertainty, and rate fears can make markets feel unpredictable, the long-term message can be remarkably consistent: earnings are an engine behind stock returns.

When corporate profits grow, markets tend to follow.

Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss. The information presented in this communication should not be relied upon to make an investment decision or be construed as legal, tax, or financial advice. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

Address

Blue Bell, PA
19422

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://ampliuswealth.com/, https://www.youtube.com/@ampliuswealthadvisors

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