Products & Services

Our Advisors, registered through CUSO Financial Services LP, offer a full range of investment products, insurance, and financial services.

Financial Planning

Your financial plan is like a road map leading you from your starting point to your desired destination. Our CFS Advisors take the time to understand where you want to go with your finances and help create a strategy that may help. LEARN MORE

Education Funding

Our CFS Advisors can help you use tools like a 529 college savings plan, Coverdell Education Savings Account, and custodial accounts to prepare for the expense of a child's college education.

Retirement Planning & IRAs

Let our CFS Advisors help you find the right choices for your retirement, such as Traditional and Roth IRAs, rollovers, Roth IRA conversions, and more.

Retirement Income Planning

You've worked for years to accumulate retirement savings. Now it's time to draw on those savings for income. Our CFS Advisors will help you create a distribution strategy and address estate planning, too.

Investment Management

There are many types of investments from which to choose. Our CFS Advisors can provide you with options and make recommendations regarding asset allocation and market strategies. LEARN MORE

Start Now

Schedule an Appointment

Amplify Wealth Management provides an investment advisor registered through CFS who will sit with you to understand what is important to your financial success. Whether you are looking for investment advice, education planning, estate planning, or growing your business-- they can help you.

Schedule an Appointment


Check the background of this firm on FINRA’s BrokerCheck.

Click below to get started.


Invest on Your Own

If you like to make your own investment decisions, Amplify Wealth Management provides a solution through CFS for online investing in stocks, options, and mutual funds. This platform provides quotes, charts, analyses, and tools to help you screen mutual funds. This tool gives you 24-hour access to the information you need.

Invest on Your Own