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Attorney Amy Zamikovsky, JD, CFP®, CPWA®. Wealth Management and Financial Planning Expertise in U.S. Virgin Islands

Attorney Amy Zamikovsky, JD, CFP®, CPWA®: Wealth Management and Financial Planning in the U.S. Virgin Islands Greetings to the vibrant community of the U.S. Virgin Islands! I am Amy Zamikovsky, JD, CFP®, CPWA®, and I am thrilled to introduce my wealth management and financial planning services to this beautiful region. With a rich tapestry of […]
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Attorney Amy Zamikovsky, JD, CFP®, CPWA®. Wealth Management and Financial Planning Expertise in North America

Attorney Amy Zamikovsky, JD, CFP®, CPWA®: Wealth Management and Financial Planning in North America Welcome to the world of Attorney Amy Zamikovsky, JD, CFP®, CPWA®, where we specialize in building legacies for generations. As a Senior Financial Advisor and Texas Attorney, I am thrilled to extend my expertise in wealth management and financial planning to […]
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Attorney Amy Zamikovsky, JD, CFP®, CPWA®. Wealth Management and Financial Planning Expertise in Earth

ZH 律师 Amy Zamikovsky, JD, CFP®, CPWA®:地球上的财富管理和财务规划 欢迎来到律师 Amy Zamikovsky, JD, CFP®, CPWA® 的世界,我们致力于“为世代建立遗产”。作为高级财务顾问和德克萨斯州律师,我为地球上的客户带来了超过 15 年的财富管理、遗产规划和财务规划的专业知识。我的旅程始于东南路易斯安那大学的生物学学士学位,随后获得了休斯顿大学法学院的法学博士学位。我的职业生涯因在美林的工作而得到丰富,在那里我获得了注册财务规划师®资格,并在耶鲁大学管理学院获得了认证私人财富顾问®资格以进一步提升我的技能。 我自豪地作为一个受托人,这一角色要求我以客户的最佳利益为出发点,尽最大努力和诚信来管理他们的资金和财产。这一承诺体现在我参与的著名组织中,如休斯顿女性律师协会、休斯顿遗产和财务论坛,以及休斯顿律师协会的遗嘱认证、信托和遗产及诉讼部门。此外,我还是全国个人财务顾问协会(NAPFA)的成员。 遗产规划 在遗产规划中,我们与包括律师、受托人、管理人员和注册会计师在内的专业团队合作,确保您的遗产计划符合您当前的愿望,并与您的财务计划无缝衔接。 财富管理 我们的财富管理服务植根于保守的财务规划。我们确保您的投资组合反映您的目标和价值观,并且每项投资都值得其位置。 和解规划 在和解规划方面,我们相信财务规划和传统的财富管理往往超过结构化产品的好处,即使在税后。我们让数字引导我们,确保为客户及其律师带来最有利的结果。 意外之财规划 意外之财为战略税务规划、退休规划和另类投资提供了独特的机会。我们帮助将这些激增融入您的现有财务框架,为持久的繁荣奠定基础。 彩票规划 如果幸运之神眷顾了您,我们会帮助将您新获得的财富转化为持久的遗产。我们的专业知识确保您、您的家人和您的资产得到保护。 税务规划 我们的税务规划服务涵盖遗产、赠与、收入和资本利得税,以及 Roth 转换。我们与注册会计师紧密合作,实施最佳策略,提供清晰、量化的前进路径。 退休规划 无论您是在为退休做准备还是已经享受退休生活,我们都为您提供个性化的指导,贯穿生活的每个阶段。我们的承诺是支持您在变老和变得更睿智的过程中,确保您的财务安全。 退出规划 我们的退出规划服务帮助您从多年的辛勤工作过渡到安全的未来。我们专注于最大化您业务的价值,最小化税收,并保留您的遗产。 401(k) 优化 我们优化您的 401(k) 以符合您的财务目标、风险承受能力和退休时间表。作为受托人 CFP® 专业人士,我为您的整体财务状况提供全面建议。 离婚财务规划 我们的离婚财务规划服务提供客观的指导,帮助您做出明智的决定,并为财务独立制定路线图。 个人离婚策略师 作为您的个人离婚策略师,我结合了我的法律和财务专业知识来保护您的利益。从资产估值到财富保护,我确保您不会独自面对关键决策。 继承规划 在失去的时刻,我们在这里帮助您前进。我们组建一支专业团队来管理和管理遗产,无论管辖权如何都提供支持。 我们公司的专业知识 我们专注于超过 100 万美元的投资组合,为全球客户提供量身定制的财务规划和财富管理服务,包括那些有多个住所和广泛旅行计划的客户。 当我们向地球介绍自己时,我们强调我们的服务是全球性的。我们很荣幸为来自各个城市和城镇的客户服务,确保在每次互动中都给予个人关注和关怀。 如需预约,请访问我们位于德克萨斯州休斯顿 Gessner […]
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Attorney Amy Zamikovsky, JD, CFP®, CPWA®. Wealth Management and Financial Planning Expertise in Village of Tiki Island

Attorney Amy Zamikovsky, JD, CFP®, CPWA®: Wealth Management and Financial Planning in the Village of Tiki Island Welcome to the vibrant community of the Village of Tiki Island, a serene enclave nestled along the Texas Gulf Coast, known for its picturesque waterfront views and close-knit community spirit. It is here that we introduce Amy Zamikovsky, […]
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Attorney Amy Zamikovsky, JD, CFP®, CPWA®. Wealth Management and Financial Planning Expertise in League City

Attorney Amy Zamikovsky, JD, CFP®, CPWA®: Wealth Management and Financial Planning in League City Welcome to League City, a vibrant community nestled between the bustling metropolis of Houston and the serene waters of Galveston Bay. Here, where Southern hospitality meets coastal charm, I am proud to introduce myself, Amy Zamikovsky, JD, CFP®, CPWA®, as your […]
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Attorney Amy Zamikovsky, JD, CFP®, CPWA®. Wealth Management and Financial Planning Expertise in Friendswood

Attorney Amy Zamikovsky, JD, CFP®, CPWA®: Wealth Management and Financial Planning in Friendswood Welcome to Friendswood, a charming city nestled between the bustling metropolises of Houston and Galveston, where community values and a rich history blend seamlessly with modern living. As a proud part of this vibrant locale, I am thrilled to introduce myself, Amy […]
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Amy Zamikovsky, JD, CFP®, CPWA®

Senior Financial Advisor & Attorney

Email: Contact@AttorneyAmyCFP.com

Phone: (512) 537-2221 

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