for Generations
Customized Wealth Strategies
Serving Clients Nationwide
Scroll
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 who are interested in learning more about ethics, fiduciary duty, and legal settlement planning.
OF EXPERTISE
Whether you’re preparing for retirement, navigating major life changes such as divorce, or building a legacy for future generations, our conservative fiduciary approach provides clarity and stability.
Our financial planning expertise best serves the unique challenges and opportunities of those with portfolios > $1M+. Headquartered in Houston, Texas and serving clients nationwide, we put our clients first – always.
Associations & Memberships
Just a Few of Our Professional Organizations:
Houston Association of Women Attorneys
Houston Estate and Financial Forum
Houston Bar Association – Probate, Trusts & Estates & Litigation sections
Houston Trial Lawyers Association
Estate Planning
We work 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
Every investment recommendation we make is based upon sound, conservative financial planning. We make sure 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, we let the math 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 existing finances. Your comprehensive financial plan lays the foundation for lasting prosperity.
Lottery Planning
Congratulations! What now? We’ve got the expertise to keep you, your family, and your assets protected. Let us 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. We work hand in hand with CPAs to ensure proper implementation.
Retirement Planning
Whether you’re still prepping or already separated from service, we’ve got years of experience working with clients just like you. It is our personal pleasure and honor to work with you through all of life’s stages, especially as you get older and wiser. We’ll still be here looking out for you.
Exit Planning
Time to transform years of hard work into your forever with our comprehensive financial planning services. Our experienced team of financial experts works to help you maximize your business’s value, minimize taxes, and preserve your legacy.
401(k) Optimization
Our 401(k) optimization services help you make the most of your employment-sponsored retirement account while avoiding missed opportunities and common pitfalls. We work to ensure that your 401(k) holdings align with your broader financial goals, risk tolerance, and retirement time horizon. As a fiduciary CFP® professional, I am able to provide advice on your entire financial picture – even for your held-away assets I don’t manage.
Divorce Financial Planning
Our divorce financial planning services provide expert guidance to help you make objective, informed decisions. We work to understand your unique situation and both your immediate and long-term goals to quantify and evaluate all of your settlement options. You will receive a clear and accurate roadmap for financial independence and whatever you decide the next chapter holds.
Personal Divorce Strategist
As your Personal Divorce Strategist, I am able to serve as your dedicated unbiased advocate, combining my expertise as both an attorney and CERTIFIED FINANCIAL PLANNER® professional to protect 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. It is our mission to assist you in making well-informed decisions based on facts instead of emotions to work towards a respectful and just dissolution.
Inheritance Planning
We are truly so sorry for your loss…
We’re here to help you figure out how to move forward. You can’t contact us too early. We will help you assemble the necessary team of reputable professionals to effectively administer and manage an estate. No matter the jurisdiction, we’ve got you covered.
SPECIALIZING IN >$1M+ PORTFOLIOS
Divorce Financial Planning
We understand your concerns. We don’t just work with clients like you – we’ve been there.
WHERE LEGAL EXPERTISE MEETS CUSTOMIZED WEALTH STRATEGIES
Our financial planning expertise best serves the unique challenges and opportunities of portfolios > $1M+. Our holistic approach helps our clients preserve and grow their wealth while enjoying their lives along 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. Our customized financial strategies empower you to confidently build your ideal personal legacy.
PROTECTING & MAINTAINING IS PARAMOUNT TO BUILDING & SUSTAINING GENERATIONAL WEALTH
Featured News & Insights
LET US HELP YOU WRITE
YOUR NEXT CHAPTER.
Office
*By Appointment Only
820 Gessner Road
Houston, Texas 77024
DISCLOSURES
Amy Zamikovsky is an Investment Advisor Representative of Transform Wealth, a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. The information provided on this website is for informational purposes only and should not be construed as investment, tax, or legal advice. The content herein is not a solicitation or offer to buy or sell any securities. Investing involves risks, including the possible loss of principal, and past performance is not indicative of future results. All investment strategies and recommendations are based on the unique financial situation and risk tolerance of each client. Before making any investment decisions, individuals should consult with a qualified financial professional to assess their personal circumstances. Transform Wealth may only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information and does not intend to provide specific investment advice or establish an advisory relationship. Links to third-party websites are provided for convenience only. Transform Wealth does not endorse, approve, or control the content of third-party sites, including this site, and is not responsible for their accuracy or reliability. No guarantee of future performance is made, and all investments carry inherent risks. The opinions and strategies discussed on this website are subject to change without notice. For additional information regarding our services, fees, and regulatory disclosures, please refer to our Form ADV Part 2A, which is available upon request or by visiting the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
