for Generations
Customized Wealth Strategies
Serving Clients Nationwide
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Amy Zamikovsky JD, CFP®, CPWA®
Amy Zamikovsky, JD, CFP®, CPWA® is a Senior Financial Advisor at Transform Wealth with over 15 years of combined experience in wealth management, estate planning, and financial planning. She holds a B.S. in Biology from Southeastern Louisiana University, and a J.D. from the University of Houston Law Center. While working at Merrill Lynch, Amy earned her CERTIFIED FINANCIAL PLANNER® designation, and went on to earn her Certified Private Wealth Advisor® designation through the Yale School of Management. As an experienced Attorney and Counselor at Law in the State of Texas, Amy uses her legal expertise to build customized financial strategies that efficiently build, preserve, and transfer wealth. Amy is passionate about educating and financially protecting the public. She developed and teaches a State Bar of Texas CLE course to attorneys interested in learning more about ethics, fiduciary duty, and legal settlement planning.
*Amy is not currently practicing law or providing legal services.
OF EXPERTISE
Whether you’re preparing for retirement, navigating major life changes such as marriage or divorce, or building a legacy for future generations, Amy’s conservative fiduciary approach provides clarity, confidence, and stability.
Amy’s financial planning expertise best serves the unique challenges and opportunities of those with portfolios > $1M+. Headquartered in Houston, Texas, and serving clients nationwide, Amy puts her clients first – always.
Associations & Memberships
Just a Few of Amy’s Professional Organizations:
Houston Association of Women Attorneys
Houston Estate and Financial Forum
Houston Bar Association – Probate, Trusts & Estates & Litigation sections
Houston Trial Lawyers Association
The National Association of Personal Financial Advisors
Estate Planning
Amy works with your entire team of professionals, from attorneys to trustees and administrators to CPAs, to ensure that your estate plan reflects your current wishes and will work as intended with your financial plan.
Wealth Management
Amy’s investment recommendations are based on sound, conservative financial planning. She ensures that the holdings in your portfolio represent your goals and values and have earned the right to be there.
Settlement Planning
No matter the size of the settlement, financial planning and traditional wealth management are almost always financially superior to the benefits of a structured product.
Yes – even after taxes! Whether you’re the client or the plaintiff’s attorney, the math should always speak for itself.
Windfall Planning
While cash flow surges are excellent news, they provide opportunities for strategic tax planning, retirement planning, alternative investments, and careful integration with your existing finances. A comprehensive financial plan lays the foundation for lasting abundance and prosperity.
Lottery Planning
Congratulations! What now? Amy’s expertise can help keep you, your family, and your assets protected. Financial planning will show you how to transform your wealth into a permanent, lasting legacy. The world is truly a better place because you’re in it!
Tax Planning
Whether it’s estate taxes, gift taxes, income taxes, capital gains taxes, or Roth conversions, our tax planning provides a clear quantified picture of the optimal strategies moving forward. Amy works hand-in-hand with CPAs and attorneys to ensure proper plan implementation.
Retirement Planning
Whether you’re still prepping or already separated from service, Amy has years of experience working with clients just like you. It is her personal pleasure and honor to work with you through all of life’s stages, especially as you continue to grow older and wiser. Amy will still be there looking out for you.
Exit Planning
Time to transform years of hard work into your forever with comprehensive financial planning services. Amy works with all of your financial professionals to help you maximize your business’s value, minimize taxes, and preserve your legacy while you determine what the next chapter holds.
401(k) Optimization
Amy’s 401(k) optimization services help you maximize your employment-sponsored retirement account while avoiding missed opportunities and common pitfalls. She works to ensure that your 401(k) holdings align with your broader financial goals, risk tolerance, and retirement time horizon. As a fiduciary CFP® professional, Amy provides guidance and advice on your entire financial picture—even for the held-away assets she doesn’t manage.
Marriage & Divorce Financial Planning
Whether you’re joining forces or dividing assets and forging a new solo path, Amy’s financial planning services provide the guidance to help you make objective, informed, and just decisions. She works to understand your unique situation and immediate and long-term goals. You will receive a clear and accurate roadmap for long-term financial success and whatever you decide the next chapter holds.
Personal Divorce Strategist
As your Personal Divorce Strategist, Amy serves as your dedicated, unbiased advocate. Her combined expertise as an attorney and CERTIFIED FINANCIAL PLANNER® professional protects your best interests every step of the way. From asset valuation to income planning and wealth preservation strategies, you’ll never face a critical decision alone. Amy’s mission is to assist you in making well-informed decisions based on facts instead of emotions to work towards a respectful and just dissolution.
*Amy is not currently practicing law and does not provide legal advice.
Inheritance Planning
So very sorry for your loss…
Amy is highly qualified and prepared to help you figure out how to move forward. You can’t reach out too early. Amy will help you assemble the necessary team of reputable professionals to effectively administer and manage an estate. No matter the jurisdiction, Amy’s got you covered.
SPECIALIZING IN >$1M+ PORTFOLIOS
Divorce Financial Planning
Amy understands your concerns. She doesn’t just work with clients like you – she’s been there.
WHERE LEGAL EXPERTISE MEETS CUSTOMIZED WEALTH STRATEGIES
Amy’s financial planning expertise best serves the unique challenges and opportunities of portfolios > $1M+. Her holistic approach helps her clients preserve and grow their wealth while enjoying their lives every step of the way. From wealth management to optimized tax and estate planning strategies, our personalized solutions align with your priorities, goals, and values.
As an experienced attorney and fiduciary, we are uniquely positioned to guide you and your family through the sensitive yet necessary discussions. Amy’s customized financial strategies empower you to confidently build your ideal personal legacy.
PROTECTING & MAINTAINING IS PARAMOUNT TO BUILDING & SUSTAINING GENERATIONAL WEALTH
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LET US HELP YOU WRITE
YOUR NEXT CHAPTER.
Office
*By Appointment Only
820 Gessner Road
Houston, Texas 77024
DISCLOSURES
This is the personal website of Amy Zamikovsky, JD, CFP®, CPWA®. The content presented on this site is intended for informational and educational purposes only and does not constitute legal, financial, tax, or investment advice. No content on this site should be construed as a recommendation or offer to buy or sell any security or to adopt any particular investment or financial strategy.
This website is wholly independent and is not affiliated with, endorsed by, or sponsored by any current or former employer, company, or financial institution. The views and opinions expressed herein are solely those of the author, Amy Zamikovsky, and do not necessarily reflect the views of any other individual or organization.
While Amy is a licensed attorney and a CERTIFIED FINANCIAL PLANNER® professional, using this site or communicating through it does not create an attorney-client or advisor-client relationship. Individuals should directly consult a qualified legal or financial professional before making any financial, legal, or tax decisions.
All original content on this website, including text, images, videos, logos, and other materials, is the intellectual property of Amy Zamikovsky and is protected by U.S. copyright law. Unauthorized use, reproduction, or distribution of any content on this site without express written permission is strictly prohibited.
Any links to third-party websites are provided as a convenience only and do not imply any affiliation, endorsement, or approval of the content, products, or services those third parties offer.
By accessing or using this website, you acknowledge and agree to the terms of these disclosures.
