At Amethyst Wealth Planning we unite the art and science of financial planning with the psychology of money. Our mission is to collaborate with our clients to co-create clarity, comfort, and confidence in their financial lives.
We offer fee-based financial planning, wealth management, and insurance solutions. We help you identify the biggest obstacles to growing your wealth and offer guidance and strategy to create your legacy.
If this resonates and you are ready to create change, please schedule a time to connect: https://calendly.com/mwernick
Our founder, Mindi L. Wernick, has been in the financial services industry since 2006. She refreshes her spirit by walking in Prospect Park, singing in a chorus, and leading prayer services for her synagogue. She has been a resident of Brooklyn for over 25 years, and live with her spouse, Malkie, and our three awesome sons.
___
Mindi Wernick is licensed to sell insurance in: CT, DC, FL, MA, MD, NC, NJ, NV, NY, PA, TN, TX, VA and securities in Fl, NJ, and NY.
Mindi Wernick is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC Member SIPC (www.sipc.org). Supervisory address: 250 Pehle Avenue, Ste 405, Saddle Brook NJ 07663, 973-237-0100.
Amethyst Wealth Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Company Details
- Employees
- 1
- Address
- 250 Pehle Avenue
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.amethystwealth.co
- Keywords
- Embrace Prosperity & Craft a Legacy.
Amethyst Wealth Planning® Questions
Amethyst Wealth Planning®'s website is http://www.amethystwealth.co
Amethyst Wealth Planning®'s LinkedIn profile is https://www.linkedin.com/company/amethyst-wealth-planning
Amethyst Wealth Planning® has
1 employees.
View email and phone details for 1
employees at Amethyst Wealth Planning®.
Amethyst Wealth Planning®'s industry is
Financial Services
Amethyst Wealth Planning®'s top competitors are
Alexander Wealth Planning, Llc,
Sfg Wealth Planning,
Legacy Wealth Planning,
Amethyst Wealth.ae,
Encore Wealth Planning,
Cognis Retirement Group®,
City Wealth Planning Ltd,
Carr Wealth Planning,
Insulation Materials Corporation,
M.a.g By Wealth Planning.
Amethyst Wealth Planning®'s categories are Financial Services
