We’re proud to share that Patrick Swift of Amplius has been named one of Forbes’ Best-In-State Next-Gen Wealth Advisors!
This recognition, awarded by SHOOK Research, highlights rising leaders in the wealth management profession who have demonstrated exceptional client service, innovative thinking, and a commitment to long-term financial success. Patrick’s dedication to building trusted relationships and delivering personalized strategies truly sets him apart.
Real Assets Adviser
Amplius CEO & Founding Partner, Matthew Liebman, was featured on Real Assets Adviser’s “Hot Minute” to share insights on what drives his approach to independent, fiduciary advice and personalized financial planning.
AdvisorHub Spotlight
Big news! Two of our very own advisors, Matt Liebman and Patrick Swift, have been recognized on AdvisorHub’s Advisors to Watch – RIAs 2025 list!
We’re proud to see their hard work, dedication, and client-first focus recognized nationally.
A Sudden Windfall Can Lead to Financial Mistakes. Best Advice From Money Pros.
Some clients tragically blow through their windfalls. Here’s how financial advisors try to help them preserve sudden wealth and use it to lead better lives.
What’s next for the markets?
Matt Liebman of Amplius joins Asset TV to talk market volatility, global diversification, and why behavior matters more than ever.
Financial advisors don’t see ESG turnaround anytime soon
Wealth managers comment on the latest Morningstar report, which revealed a global retreat from ESG funds, with record outflows of $8.6 billion in the first quarter.
Retirement account swings keeping advisors busy soothing client nerves
The recent volatility in the stock market has retirement savers doing exactly what they shouldn’t be doing, according to financial professionals. And that’s constantly checking their account balances.
Or even worse, making rash portfolio decisions instead of sticking with the long-term plan they painstakingly created years ago with their advisor.
Is your wealth manager still ‘buying the dip’?
In a recent InvestmentNews feature by Gregg Greenberg, Amplius Wealth Founding Partner & CEO Matthew Liebman weighs in on how investors are responding to recent market swings.
“Our investment outlook is fairly neutral, so we’re neither aggressively buying nor selling. However, if a client is underweighted in areas of the market that have been selling off, we may adjust their allocation back in line with their target,” said Liebman.
As some investors lean in and others step back, Liebman emphasizes the importance of strategic balance over market timing.