Our Investment Philosophy

Our Investment Philosophy

Amplify Wealth Management, through CFS, offers complete wealth management services for all life stages including financial planning and investment management to help you work toward your financial goals. We provide you the tools to make educated decisions about your financial future.

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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.

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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. The 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.

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