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SERVICES
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Sound Advice For
Forward-Thinking People
  • Retirement Planning & Decumulation Strategies

  • Portfolios, Asset Allocation and Investments

  • Income Generation

  • Cash Flow Management

  • College Planning

  • Newlywed Finances

  • First Generation Wealth

Financial Health for Sudden Wealth
  • Financial Planning

  • Tax-Efficient Investing

  • Asset Management

  • Inter-Generational Wealth Transfer Strategies

  • Trust Management

  • Behavioral Finance

  • Charitable Giving

  • Risk Management

  • Attorney & CPA Partnerships

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OUR CLIENTS
Financial and investment planning can be complicated. Our clients are families and business owners who want a knowledgeable partner who listens and takes their concerns seriously.  
 
For those learning how to manage Sudden Wealth resulting from inheritance, divorce, the sale of a business, personal injury awards, or other legal settlements, we have the knowledge to help you find solutions and construct a wealth plan for the rest of your life.
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SPEAKING ENGAGEMENTS
Looking for an engaging, entertaining and educational speaker?
Amy is available for keynotes, lunch-n-learns, staff retreats, social gatherings and as an MC for events. She has presented for many organizations including the Philadelphia Junior League, Moore College of Art Women's Leadership Conference, the Evergreen's Retirement Community, and the Virtua Hospital Women's Primary Care Center.
 
 
Let's connect! Email or call to set up a preliminary phone call 

amy@junowm.com or 267-218-1415

Offices in Philadelphia, PA, Mount Laurel, NJ, and the Main Line

CONTACT US
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AWESOME CURRENT CLIENTS

Use these links to access your Schwab accounts and upload files securely. 

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