We work with people aged 55 and older looking for ways to work towards a smooth transition into - and through - retirement.
‘We Want Our Clients to Feel Secure and Confident’
See how David Johnston and the team at Amwell Ridge take pride in helping you prepare for and transition into retirement.
Strategic Plans Designed Uniquely for You
A Personalized Approach
We first work to understand your biggest retirement concerns, and then design strategic plans that are uniquely for you.
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
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.
Investment Management
Retirement Planning
Financial Planning
Risk Management
Estate Planning
Tax Planning
‘Navigating the Turbulent Waters of Investment Planning’
This Forbes article from David Johnston of Amwell Ridge Wealth Management explains why it's essential to consider two sets of portfolio strategies: one for sailing and one for rowing. The market climate is key.
This article was created by David Johnston while operating under First Allied Securities as a broker/dealer and First Allied Advisory Services as a registered investment advisor, prior to joining LPL Financial and Bleakley Financial Group, LLC.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Let’s Chat
For more information about our products and services or the custom plans we design to help smooth the waters of retirement, schedule a meeting or reach out to us today!