Amplius Wealth Advisors

Amplius Wealth Advisors At Amplius, We Amplify Our Focus Solely On You. Amplius is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms.

Amplius Wealth Advisors offers independent, fiduciary financial planning and investment management, helping executives, professionals, and families optimize their financial strategies. Amplius Wealth Advisors is a registered independent advisory firm, helping successful executives, professionals and multigenerational families, solve complex decisions on how to best protect, sustain, and transfer t

heir wealth. Based in the Philadelphia area, Amplius is run by a team of experienced wealth managers who worked together at an industry leader, honing their financial planning expertise, and now deliver a broader, objective offering of advice, investment opportunity, and resources, backed by the personal attention of a boutique firm. Through Dynasty, Amplius has access to a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, advanced technology and proprietary analytical tools, and an online research center. Operating in Dynasty’s open architecture, Amplius fulfills the fiduciary standard in every client relationship: putting the client’s best interests ahead of all others. Serving as steward, advisor and advocate for their clients, Amplius offers goals-based financial planning. The firm’s highly disciplined process begins with a deep learning of all components of a client’s life that either impact or are impacted by any financial decisions. By getting to know each client personally, the Amplius team helps them articulate their needs and goals in a holistic approach to constructing a customized financial roadmap. Applying business insights, planning expertise, and wealth management experience, the Amplius team creates a set of recommendations fully adapted to the individual client’s situation. Those recommendations are based on the sound judgment of how the Amplius team members would apply the same solutions to their own lives. This level of accountability, enhanced by the genuine compassion that drives the culture at Amplius, is a distinct hallmark of how the firm is committed to serving its clients. Amplius Wealth Advisors helps clients sustain and prudently grow their wealth by offering customized solutions to achieve their goals through a thorough approach to financial planning and a vast array of investment resources.

06/01/2026

Sometimes the reason investors stay overexposed to a single stock isn’t conviction. It’s avoiding the taxes that come with selling.

05/30/2026

Are you using 100% of your cash bonus to buy company stock? You might be without really knowing it.

05/29/2026

For employees navigating a potential SpaceX IPO, “sell or hold?” may be the easy part.

📊 Amplius Chart of the WeekDespite recently reaching new record highs, equity markets may continue to be supported by im...
05/28/2026

📊 Amplius Chart of the Week

Despite recently reaching new record highs, equity markets may continue to be supported by improving underlying fundamentals rather than speculation alone.

After holding steady near $70 per share for much of the past year, consensus Q1 2026 earnings estimates have risen sharply in recent weeks to $80.78 as of May 22, 2026.

The increase may be driven by stronger-than-expected corporate profit results, continued gains in productivity and efficiency, and improving forward guidance across various economic sectors.

While news headlines and market sentiment can influence short-term performance, long-term equity returns are historically linked to and supported by earnings growth.

Disclaimer: Past performance does not guarantee or indicate future of results. No inference should be drawn by present or prospective clients that mutual funds or ETFs will achieve similar performance in the future. There is no guarantee that these investment strategies will work under all market conditions, and each client should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investing in equities may result in a loss of capital. Investing involves risk and you may incur a profit or a loss. The information presented in this communication should not be relied upon to make an investment decision or be construed as legal, tax, or financial advice. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.

05/27/2026

A potential SpaceX IPO could create some of the biggest personal financial decisions of a lifetime.

This Memorial Day, the Amplius Wealth team joins our community in honoring the heroes who made the ultimate sacrifice fo...
05/25/2026

This Memorial Day, the Amplius Wealth team joins our community in honoring the heroes who made the ultimate sacrifice for our country.

We are deeply grateful for their service and keep their families in our thoughts. 🇺🇸

A day in the world of commercial space. 🚀The Amplius team spent time at SpaceX and VAST — the company behind Haven-1, th...
05/22/2026

A day in the world of commercial space. 🚀

The Amplius team spent time at SpaceX and VAST — the company behind Haven-1, the world's first commercial space station.

Helping employees at companies pushing the future forward — aerospace, software, tech — is some of our favorite work. Days like this are a great reminder of why.

05/21/2026

The Amplius team is visiting SpaceX today. 🚀

Pretty surreal seeing it up close — more from the trip soon.

The SpaceX IPO could be the biggest in history, and for a lot of people, it's not just a market story. It's a life-chang...
05/20/2026

The SpaceX IPO could be the biggest in history, and for a lot of people, it's not just a market story. It's a life-changing financial moment they've been working toward for a decade.

In Episode 46 of the Wealth Amplifier Podcast, Matt puts Aaron in the hot seat for a full deep dive on what's coming and what SpaceX employees actually need to be thinking about right now.

They cover:
- Why this IPO is different: potential generational wealth for engineers in their 30s and 40s
- The most common mistakes people make when a major liquidity event is on the horizon
- The strategies available to manage a concentrated stock position: hedging, collars, tax loss harvesting and more
- What history says about buying into a hot IPO on day one (hint: patience usually wins)
- And a Wawa hoagie review that didn't go well

Not a SpaceX employee? This one's still for you. Concentrated stock, big liquidity events, and the emotional side of financial decisions come up more than you'd think.

Listen here 🎙
📺 YouTube: https://hubs.ly/Q04hmsbj0
🍏 Apple Podcasts: https://hubs.ly/Q04hmsZ-0
🎵 Spotify: https://hubs.ly/Q04hmjbf0
The Wealth Amplifier Podcast: https://tinyurl.com/the-wealth-advisors



For informational purposes only. Not investment advice.

Disclaimer: This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. Amplius Wealth Advisors does not intend the information in this communication to be investment advice. Past performance is not indicative of future results. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results. This information is not intended to be legal or tax advice.

Aaron Marks and his family having a great time at the PGA Championship this week. 🏌️‍♂️
05/20/2026

Aaron Marks and his family having a great time at the PGA Championship this week. 🏌️‍♂️

Address

Blue Bell, PA
19422

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

https://www.youtube.com/@ampliuswealthadvisors

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