Building a financial plan is like building a home – and we function as your architect and general contractor. We learn exactly what type of floor plan you desire, how you'd like the home to look and feel, and what type of memories you hope to make while living there. After collaborating with you to make sure you're comfortable with all the details, we'll draw up the blueprints, coordinate the subcontractors, and make sure the home is built exactly the way you wanted. There's another wrinkle accompanying this financial dream home – it needs to be professionally maintained, periodically updated, and always kept fresh.
Managing Partner, Financial Advisor
David Johnston is the Managing Partner of Amwell Ridge Wealth Management and is a CERTIFIED FINANCIAL PLANNER™. My role is twofold: For clients, I’m both architect and general contractor – I learn about...
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...
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...
Office Manager & Events Coordinator
Jen oversees many of the day-to-day operations of our office, ensuring it operates smoothly and efficiently. Additionally, Jen coordinates all aspects of the firm's special events and speaking engagements, including public seminars....
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...
For the past 30 years, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products, sophisticated trading platforms, and technology solutions to advisors across all 50 states. The tools and support Cetera provides help us serve you more effectively and efficiently.
Our affiliation with First Allied gives us the independence and freedom to provide recommendations in your best interest. First Allied executes trades on your behalf, undergoes regular auditing, and is required to meet specific capital requirements to ensure investor obligations are met.
Cetera and First Allied partner with Pershing, LLC to hold assets within both brokerage and advisory accounts (including IRA’s). Pershing is a subsidiary of the Bank of New York/Mellon Corporation, the nation's oldest continuously operating bank and one of the world's leading providers of custodial services.
Our menu of services includes investment management, retirement income planning, financial planning, risk management, estate planning, and tax planning.
We are an independent, boutique-style financial planning firm. As fiduciaries, our recommendations are always made in your best interest.
We want to hear from you! Whatever your current life stage, we are ready to get an in-depth understanding of where you are now and where you’d like to go. Go ahead and schedule a complimentary meeting.