With over two decades of experience as a Wealth Advisor, Amy Batta provides honest, insightful advice that aligns their money with their values. Having witnessed the evolution of the financial advisory industry since 1996, Amy has embraced fee-based planning, allowing for comprehensive, holistic approaches to client relationships. Her background in health and wellness, coupled with her business minor, has equipped her with the skills to listen, understand, and develop strategies that align health and finances with clients’ values. Amy’s passion for multi-generational family planning and business succession stems from her belief in the importance of ensuring businesses endure for generations, reflecting her dedication to finding meaningful solutions for families and their legacies. Her unwavering commitment is to empower each family with the tools, information, and resources needed to navigate life’s financial milestones and make decisions that align with their long-term needs and vision of true wealth.

Meet Our Team