Serving Individuals, Families, Corporate Retirement Plans, Retirees
The Amato Buxton Group is an experienced wealth management team specializing in advanced financial planning and corporate retirement plans
We strive to build open, authentic relationships with our clients and financial plans that achieve their financial objectives and create peace of mind.
Investment Consulting
Portfolio performance analysis, risk evaluation, asset allocation, assessment of costs, assessment of taxes, investment policy statement
Relationship Management
Client relationship management, professional network relationship management
Advanced Planning
Wealth enhancement, wealth transfer, wealth protection, charitable giving
Corporate Retirement Planning
Fiduciary management assistance, investment consulting and reporting, plan design consultation, participant education
What Matters Most
Creating the right financial plan and investment strategy for you begins with understanding who you are and what’s important to you.
Financial Strategies
Wealth enhancement, wealth transfer, wealth protection, charitable giving
