Amenity Wealth's
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
4401 Atlantic Ave Ste 200, Long Beach, C...Website
www.amenitywealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Amenity Wealth's
Amenity Wealth specializes in holistic investment management services, focusing on financial planning, strategic planning, and insurance planning. The firm aims to assist clients in navigating financial uncertainties, including market volatility and tax law changes, by providing tailored solutions for their unique circumstances. Their target clients include high earners and individuals seeking guidance on retirement and estate planning. Founded by Boris Castillo, a CFA and CFP, Amenity Wealth emphasizes a personalized approach to achieving financial freedom.Explore more
Amenity Wealth's Org Chart
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Amenity Wealth specializes in holistic investment management services, focusing on financial planning, strategic planning, and insurance planning. The firm aims to assist clients in navigating financial uncertainties, including market volatility and tax law changes, by providing tailored solutions for their unique circumstances. Their target client... Read More
