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FINANCIAL ADVISOR FOR MIDLIFE AND BEYOND

FOR ACCOMPLISHED AND DISCERNING INDIVIDUALS AND COUPLES

Amanda Glanz, CFP®, CRPC™, CEPA®, former Attorney at Law with over 25 years in the finance industry be your PERSONAL FINANCIAL ADVISOR - YOU DESERVE IT!

If you choose to engage in an advisory relationship* you would be working with a financial advisor who is ethical, experienced, and credentialed – one who feels more like a lifelong friend – who you could build a relationship with, and who works with you to figure out your vision and goals, plans for your retirement and your estate, works to prepare you & your family for life’s curveballs, collaborates with your other trusted advisors and internal specialists, and so much more.

Someone who helps you to understand the options you have with your money so you can feel confident in the plan we build together, allowing you to focus your time and attention on the things you LOVE.

This confidence is what you can access when you work with me. Even better, you have access to knowledge I’ve gained from my decades of personal and client experience and the extensive education I’ve developed in working with clients to design strategies intended to help you weather life’s unknowns.

Schedule a 15-minute discovery call

Amanda Glanz, CFP®, CRPC™, CEPA®, First Vice President/Investments (your new FAVORITE Financial Advisor).

*Depending on your financial needs and personal preferences, as well as the fees and costs associated with those services, you may opt to engage in a brokerage relationship, an advisory relationship, or a combination of both. Each time you open an account, we will make recommendations on which type of relationship is in your best interest based on the information you provide when you complete or update your client profile.

If you engage in a brokerage relationship, you will buy and sell securities on a transaction basis and pay a commission for these services. Our recommendations for the purchase and sale of securities will be based on what is in your best interest and reflect reasonably available alternatives at that time.

If you engage in an advisory relationship, you will pay an asset-based fee which encompasses, among other things, a defined investment strategy, ongoing monitoring, and performance reporting. We will serve in a fiduciary capacity for your advisory relationships.

Schedule a 15-minute discovery call

Amanda Glanz, CFP®, CRPC™, CEPA®, First Vice President/Investments (your new FAVORITE Financial Advisor). 

*Depending on your financial needs and personal preferences, as well as the fees and costs associated with those services, you may opt to engage in a brokerage relationship, an advisory relationship, or a combination of both. Each time you open an account, we will make recommendations on which type of relationship is in your best interest based on the information you provide when you complete or update your client profile.

If you engage in a brokerage relationship, you will buy and sell securities on a transaction basis and pay a commission for these services. Our recommendations for the purchase and sale of securities will be based on what is in your best interest and reflect reasonably available alternatives at that time.

If you engage in an advisory relationship, you will pay an asset-based fee which encompasses, among other things, a defined investment strategy, ongoing monitoring, and performance reporting. We will serve in a fiduciary capacity for your advisory relationships.