Solutions Built Around You

At Ameli & Associates, we believe in helping people make smart decisions regarding their financial affairs.

We believe that an independently constructed, implemented, and managed personal wealth plan helps to generate the kind of outcomes people can depend on to reach their personal financial goals.

We believe this also helps to reduce the uncertainty and anxiety that comes with trying to navigate the complexities of the world, both today and into the future.

At Ameli & Associates, we do not believe that generic approaches and mass marketed platforms best serve the needs of individuals and their families.

Our approach is to provide personally designed wealth management programs, independent investment advisory, and advanced portfolio management services to grow and preserve client wealth for the goals most important to them.

We believe in 'Solutions Built Around You'.

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

peter ameli

Peter

Ameli, CIM®, CFP® Senior Portfolio Manager and Branch Manager
chanrouti ramnarine

Chanrouti

Ramnarine, CFP®, CLU® Associate Financial Advisor, Insurance Specialist
carolyn doucet

Carolyn

Doucet Executive Assistant, Branch Administrator
betty park

Betty

Park Assistant Branch Manager
Brandon Land

Brandon

Land Associate Investment Advisor and Investment Analyst
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham