How to Optimize Clients’ Investment Properties for Retirement
Amplius Partner and President of Wealth Planning Patrick Swift was recently featured in Financial Advisor IQ, sharing his perspective on how investment properties can fit into a broader retirement strategy.
In the article, Patrick discusses balancing real estate income with tax flexibility, diversification, and the personal goals that shape how clients want to spend their retirement years.
Why RIA firms are launching their own ETFs — and what it takes to win
We’re proud to be featured in “Why RIA Firms Are Launching Their Own ETFs — and What It Takes to Win.”
In the article, Matthew Liebman, Founding Partner and CEO of Amplius Wealth Advisors, discusses the client needs that helped shape the launch of the Amplius Active Asset Allocation ETF (NYSE: AAAA).
Multi-generational wealth management: Rethinking how advisors serve the modern family
Matt Liebman was recently featured in AdvisorEngine’s Advisor Intelligence on how wealth management firms are rethinking the way they serve modern families.
Matthew D. Liebman and Patrick J. Swift Honored Among AdvisorHub’s Top RIAs for 2026
We’re proud to share that Matthew D. Liebman, CFA®, CRPC®, CAIA®, and Patrick J. Swift, CFP®, have been recognized on AdvisorHub’s Advisors to Watch – RIAs 2026 list!
Nominees for the Advisors to Watch Ranking are required to have a minimum of seven years’ experience, at least $150m in AUM, 2 years at their current firm in good standing, and a clean regulatory record. Advisors are ranked on a 100-point scale in three categories. SCALE, GROWTH and PROFESSIONALISM. Data collected is from 12/31/2024 to 12/31/2025. Award is valid from June 2026 – 2027. Participation in the ranking is open to any firm or advisor and there are no fees for participation.
Meet the RIA: Amplius Wealth Advisors
What does it take to grow fast in one of the most crowded corners of finance?
Our Founding Partner & CEO, Matthew D. Liebman, CFA®, CRPC®, CAIA®, sat down to talk through it: the forces behind the firm’s rapid growth, what actually sets an independent RIA apart today, and where we’re headed next.
SpaceX’s IPO Was a Huge Payday for Its Workers. 6 Smart Tips From Financial Advisors.
Aaron Marks was just featured in Barron’s — and his advice is worth reading whether you work at SpaceX or not.
AI is Upending Traditional Financial Advisor Jobs
Bloomberg just ran a deep dive on AI’s disruption of wealth management, and our Founding Partner & CEO, Matthew D. Liebman, CFA®, CRPC®, CAIA®, weighed in.
Out of Office: Matthew Liebman
When he’s not leading Amplius, Matt Liebman is chasing the next adventure — whether that’s courtside for an NBA game, back on the tennis court, or exploring another corner of the country with his kids.