Broker Check

Amwell Ridge Wealth Management - Flemington, NJ

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

 

Team

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 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 W. Johnston, CFP®

Founding Partner

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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Kathy McKenzie

Client Service Manager

Kathy facilitates the account establishment process and is responsible for investment-related client service matters. Prior to joining Amwell Ridge, Kathy accumulated over fifteen years of investment operations experience at Merrill...

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Cindy Mullins

Office Manager

Cindy organizes the firm’s client events and public seminars, schedules client meetings, assists with the implementation of marketing programs, and provides administrative support on insurance and investment matters. While previously...

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