Company Performance Metrics
- Matthew Liebman: Founding Partner & Chief Executive Officer
- Michelle Czarnecki: Director of Client Operations
Amplius Wealth Advisors is a financial advisory firm that offers a range of services including portfolio management, financial planning, and wealth management. The firm operates as an independent, fiduciary wealth management company, ensuring that clients' interests are prioritized in every decision. Amplius Wealth Advisors specializes in
providing bespoke advice and amplified experiences, focusing on transparent and conflict-free wealth management. The team, with over 70 years of combined experience, caters to executives and multigenerational families, aiming to put clients at the center of everything. As a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC), Amplius Wealth Advisors commits to high standards of integrity and professionalism in managing and planning clients' financial futures.
