Broker Check

Amwell Ridge Wealth Management - Flemington, NJ

56 Main Street, Suite 2E, Flemington, NJ 08822

 

As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. Our years of experience and comprehensive approach to financial planning will help guide you along your financial journey. By talking with you about your life and your goals, we can anticipate any changes that need to occur in your financial strategy.

Once we know what you want out of life – for yourself and your family – we evaluate where you are relative to your goals. We can then recommend strategies to help get you where you want to be. But we don’t stop there. We help you implement the recommendations and watch over your plan so that you can live your life with financial confidence.

 

David Johnston is a founding partner of Amwell Ridge Wealth Management. Having formerly spent over a decade with Northwestern Mutual and then as a partner in an independent financial planning firm, David understands the methodology...

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Adam K. Johnston

Director of Operations

As a founding partner and Director of Operations and Marketing of Amwell Ridge Wealth Management, Adam oversees the administrative, technological, and organizational aspects of the firm’s investment advisory and risk management...

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Karen Pollock

Client Service Manager

Karen is primarily responsible for client service matters and helps facilitate the new client onboarding and orientation process. Often functioning as a client's initial contact, Karen also coordinates meeting times and assists in the...

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Billy Millington

Finance Director

Billy tracks, measures, and projects the firm's financial and operational progress. By looking at the story behind the numbers, Billy has become a trusted advisor active in our strategic, data-driven decision-making process. Billy is...

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Jennifer Johnston

Events Coordinator

Jen manages all aspects of the firm's special events and speaking engagements, including public seminars, conferences, and client appreciation functions. Education: Graduated from The College of New Jersey 1995, BS Elementary Education...

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