MOVING FORWARD WITH FINANCIAL RESULTS

Learn about wealth creation Get to know the AmeraWealth team

Services

How we build your wealth
Go to INVESTMENTS

INVESTMENTS

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Go to Insurance

Insurance

Life insurance has been called the foundation of the strategy of building and protecting your net worth.

Go to Business

Business

I have access to a broad range of insurance, investment, employee disability and group benefit products to help meet your individual and business needs and goals.

Go to Group

Group

Putting our clients first, we seek to get the best plan for each sponsoring group while meeting their unique objectives.

Helping You Achieve Your Goals and Dreams

Our TEAM

Bob SMith

Investment Advisor
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TIMOTHY SPRAY

Financial Planning Associate
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TONYA GARCIA

Account Manager
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Jane Doe

Financial Advisor
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Testimonials