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.
