Amwell Ridge Wealth Management currently provides comprehensive financial planning through a disciplined approach that methodically addresses client needs.
Not only do we have access to a broad universe of solutions available in the marketplace – but we are also able to maintain our independence and work solely for our clients. We don’t have any proprietary requirements to place business with any fund family, money manager, insurance company, product provider, etc.
Our office is set up in such a way that our clients can be confident we have our finger on the pulse of their planning. As a Certified Financial Planner(TM) professional, David Johnston’s job is to analyze, educate, and make recommendations. David’s ability to communicate somewhat complex issues in an easy to understand manner is what truly sets him apart. It is also David’s job to stay ahead of the curve and keep abreast of not only what the economic climate is bringing, but also what new solutions are emerging. However, David most certainly does not do this alone – the rest of our experienced team is there to support the implementation and monitoring of your planning as well.