AMICUS Wealth Partners opens office
AMICUS Wealth Partners is excited to announce the opening of its new office in Manhattan.
Gail M Urban, a licensed Financial Advisor since 2009, begins the new practice with over 30 years of financial management experience. She is an Accredited Asset Management Specialist (AAMS), Certified Financial Planner (CFP®), and holds a Master of Business Administration (MBA) from Washburn University.
Joining the team as office manager, Missy Tener adds over a decade of administrative experience in the Manhattan community to the firm, as a foundation for building genuine client relationships and delivering an excellent client experience.
The firm was founded with the goal of partnering with each client to grow, protect and transfer their wealth. AMICUS Wealth Partners offers a wide range of financial planning services including retirement, investment strategies, estate and generational wealth planning, and insurance services. The firm is excited to grow a regional advisor team that will continue guiding clients on their financial journey.
“We take a proactive approach to helping you develop a strategy to address your individualized financial goals and objectives, using the most efficient methods available,” Urban said.
AMICUS Wealth Partners invites you to join them at their open house celebration on Friday, August 30th, at their new office location, 923 Westport Place, Suite 230. Beverages and snacks will be served from 3 p.m. to 6 p.m., with a ribbon cutting at 4 p.m.