In episode 22, Aaron and Patrick drive the bus with Matt on vacation. They discuss how their summers have been transpiring thus far, tease a new podcast series focused on executive benefits, and take inventory of where capital markets are for the year and how they may finish 2024, with history for context. Listen now on your favorite streaming service or on YouTube. YouTube: https://lnkd.in/exeYtzax Apple Podcasts: https://apple.co/3eJbJTK Spotify: https://spoti.fi/3eJbJmI Google Podcasts: https://bit.ly/3eHmhTg Android: https://bit.ly/3eD5r85
Amplius Wealth Advisors
Financial Services
Blue Bell, Pennsylvania 1,884 followers
At Amplius, We Amplify Our Focus Solely On You.
About us
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 their wealth.
- Website
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https://ampliuswealth.com/
External link for Amplius Wealth Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Blue Bell, Pennsylvania
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Investments, Investment Advisory Services, Insurance, Advisor Coordination, Financial Planning, and Wealth Management
Locations
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Primary
1787 Sentry Pkwy W
VEVA 16, Suite 100
Blue Bell, Pennsylvania 19422, US
Employees at Amplius Wealth Advisors
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Matthew Liebman, CFA®, CRPC®, CAIA®
Founding Partner & Chief Executive Officer | Wealth Advisor at Amplius Wealth Advisors
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Aaron Marks
Founding Partner & Chief Strategy Officer | Wealth Advisor at Amplius Wealth Advisors
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Libby Whittaker, CRPC®
Director | Relationship Manager at Amplius Wealth Advisors
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Merritt Carew
Operations
Updates
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Americans from coast-to-coast will be tuning into this week's GOP convention. Wealth managers will be watching too. In the latest article from InvestmentNews Matthew Liebman, CFA®, CRPC®, CAIA® was featured as advisors weigh the impact of the Republican platform on client portfolios. Read the full article: https://bit.ly/3zNCVLE
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We want to extend a heartfelt congratulations to our own Allyson Mangine, CFP® on her engagement. Join us in wishing Allyson and Gordon a lifetime of love and happiness.
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Remember, life insurance isn't a one-size-fits-all solution. Your decision should be tailored to your unique circumstances. Join Patrick Swift, CFP® and Aaron Marks on Episode 19 of the Amplifier Podcast for insights to help guide your choices. For the full discussion, click here: https://bit.ly/4eQrQcw
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In this clip from the Amplifier podcast, hosts Aaron Marks and Patrick Swift, CFP® tackle the question, "Should you receive you financial guidance from an insurance company?" Tune in to hear their expert insights and why it matters for your financial future. For the full episode, click here: https://lnkd.in/eGUQ99zh
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Join us in wishing Patrick Swift, CFP® a happy birthday and all the best in the year to come!
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Growth isn't a linear path—it's filled with challenges at every stage. In a featured article from Wealth Solutions Report titled "CEOs Describe Strategy at Three Stages of Growth," Matthew Liebman, CFA®, CRPC®, CAIA®, Founding Partner and CEO, at Amplius Wealth Advisors, shares his insights, strategies, and experiences in navigating the growth stages of the business. Read more: https://bit.ly/3L9ch1X
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Yesterday, the S&P 500 hit 334 days without a 2% one-day decline—the longest streak since early 2018. This remarkable run signals market stability and strong investor confidence. Is a correction on the horizon, or will the streak continue? #StockMarket #SP500 #Investing
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