Amplius Wealth Advisors

Matthew Liebman is a CFA® charterholder with 21 years of industry experience. He is currently with Amplius Wealth Advisors and Amplius Asset Management, having previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. In addition to his advisory work, he is an independent insurance agent specializing in fixed and traditional insurance products. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm customizes strategies using model portfolios, sub-advisers, and multiple analytic methods, and it maintains ongoing oversight of outside managers and model implementations.

Maria Kelly is a CFP® with eight years of industry experience, currently serving as an advisor at Amplius Wealth Advisors. She previously worked at The Vanguard Group for eight years and had a brief tenure at Merrill Lynch. Amplius Wealth Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, small businesses, charities, and retirement plans. The firm customizes strategies using model portfolios, sub-advisers, and various analytic methods, and it maintains operational relationships with third-party platforms and custodians.

Philip Matalucci is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Amplius Wealth Advisors and previously worked at Merrill Lynch. Outside of financial advising, he is an independent licensed insurance agent specializing in life and health insurance. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm uses tailored investment strategies with a mix of analytic methods and leverages third-party technology and platform relationships to manage and monitor client accounts.

Patrick Swift is a CFP® professional at Amplius Wealth Advisors with 10 years of industry experience. He previously worked at Bank of America, Merrill Lynch, and Axa Advisors. In addition to his advisory role, he is a licensed independent insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm tailors investment strategies using a combination of model portfolios, sub-advisers, and various analytic methods, and it monitors outside managers and model implementations on an ongoing basis.

Monica Lanzilotta is a financial advisor at Amplius Wealth Advisors with nine years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm customizes strategies using model portfolios, sub-advisers, and a variety of analytic methods, and it leverages third-party technology for implementation and monitoring.

Aaron Marks is a financial advisor at Amplius Wealth Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Marks is also a licensed independent insurance agent. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm customizes strategies using model portfolios, sub-advisers, and various analytic methods, while leveraging third-party technology and monitoring outside managers on an ongoing basis.

Michelle Czarnecki is a financial advisor at Amplius Wealth Advisors with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm tailors investment strategies to client objectives using model portfolios, sub-advisers, and various analytic methods, while leveraging third-party technology and monitoring outside managers on an ongoing basis.

Sean Green is a financial advisor with Amplius Wealth Advisors in Blue Bell, PA, holding a Series 65 designation and one year of industry experience. Prior to joining Amplius Wealth Advisors, he has professional experience in personal training through Main Line Boxing LLC. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm customizes investment strategies using a combination of model portfolios, sub-advisers, and various analytic methods, while leveraging third-party technology and monitoring outside managers on an ongoing basis.

Allyson Mangine is a CFP® and holds a Series 66 license with four years of industry experience. She currently works at Amplius Wealth Advisors and has prior experience at Fidelity Investments and RBC Capital Markets. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm tailors investment strategies using a combination of analytic methods and leverages third-party technology and platform relationships to implement and monitor client portfolios.

Samuel Liebman is a financial advisor with Amplius Wealth Advisors, holding a Series 63 designation and bringing 55 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Outside of advisory work, he is an independent licensed insurance agent in Ambler, PA. Amplius Wealth Advisors serves individuals, small businesses, charities, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs tailored investment strategies using model portfolios, sub-advisers, and various analytic methods, while monitoring outside managers and leveraging third-party technology for implementation and account rebalancing.