Financial Planning For Affluent Families 
Throughout Hunterdon County 

 

We specialize in working with people aged 55 and older looking for planning and guidance to ensure a smooth transition into – and through – retirement.

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Strategic Plans Designed Uniquely for You

A Personalized Approach

A Personalized Approach

As independent fiduciaries, we only provide recommendations in your best interest. We understand protecting the wealth you’ve accumulated and generating income are your biggest retirement concerns. We specialize in working with people aged 55 and older looking for planning and guidance to ensure a smooth transition into – and through – retirement. 

About Your Wealth Planning Team

About Your Wealth Planning Team

Our team is led by David Johnston, an experienced CERTIFIED FINANCIAL PLANNER™. Through a highly personalized process, we get to know you, your goals, and personal circumstances. We then develop a blueprint of your financial dream home, so you can live the life you want and retire with confidence.

Our Services

Our Services

Fully addressing your financial needs and giving you access to a broad range of solutions is at the heart of everything we do. Our aim is to guide you through these decisions using the best tools, technology, and strategies available. We offer a comprehensive suite of customizable solutions to help you pursue your unique goals.

Our Services

Investment Management

Manage the valleys; the peaks will come. We build portfolios designed to prosper during “sailing” environments and withstand “rowing” ones.

Retirement Planning

Retirement shouldn’t be stressful. We construct income plans designed to help you navigate turbulent waters.

Financial Planning

Comprehensive financial planning involves much more than stocks, bonds, and mutual funds. We provide the guidance to manage your finances, balance work and leisure, and make smart choices for the future.

Risk Management

Protect yourself and your loved ones from the financial impact of unexpected life events. We develop comprehensive insurance plans addressing life’s “what if’s”.

Estate Planning

An effective estate plan ensures your wishes are carried out in the event of illness, injury, or death. We confirm beneficiary designations remain accurate and collaborate with attorneys drawing up vital estate planning documents.

Tax Planning

We help mitigate the impact that taxes can have on your assets, including the legacy you plan to leave for your family.



David’s “Navigating the Turbulent Waters of Investment Planning” article was featured on Forbes.  


Read Article 


Hear from David Johnston, Managing Partner and Certified Financial Planner™, about how Amwell Ridge can help you prepare for and transition into retirement. 

We Offer Services Built for Any Life Stage

Additional Resources

AdviceWorks

AdviceWorks

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Riskalyze

Riskalyze

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Asset Map

Asset Map

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Sailing and Rowing

Sailing and Rowing

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