A Client-First Approach

After decades in wealth management, I’ve seen it all—banks, private equity firms, and countless advisors. I’ve worked on both the buy and sell sides, managed a family office, and advised ultra-wealthy families at large institutions. But something critical was missing. Too many firms push products or chase short-term wins instead of focusing on what clients truly need. When Peter Sacripanti and I sat down to plan AMPWP, we knew we wanted something different: a firm where every decision starts and ends with the client.

 

Why Independence Matters

One of the first things we decided was that AMPWP would be independent. We’re not beholden to private equity backers seeking an exit strategy in five years or shareholders fixated on quarterly earnings. We’re here to build lasting relationships, supporting our clients for decades—not just through the next business cycle. Our independence means we’re free from the pressure to sell proprietary products or push investments that serve the firm’s interests over the client’s. We’re free to make the right call, every time.

 

Leading with Advice, Not Products

In this industry, there’s often too much focus on gathering assets and too little on truly understanding clients’ needs. That’s why, at AMPWP, we don’t lead with investment products. Instead, we start by diving deep into our clients’ lives—their goals, family dynamics, and vision for the future. Only after this exploratory process can we start discussing how to get them there.

Here’s what our approach looks like:

  • A Fiduciary Focus – Our clients deserve advisors who put their interests first, without conflicts or sales incentives
  • Holistic Wealth Planning – True wealth management goes beyond picking stocks or funds. We start with tax strategies, trust and estate planning, and business advice.
  • Dynamic Planning – Life changes, and our planning process evolves along with it. We’re not here to give clients a one-time solution; we’re here to adapt as life unfolds.
  • Advanced Investment Platform – When it comes to investments, we partner with leading managers, funds, and strategies. Our open-architecture approach enables us to bring in the best opportunities for our clients, without the bias of in-house products.

 

Building a Team Clients Can Trust

I’m proud of the team we’ve built. We handpicked experts in tax, estate planning, investment management, and family office services. Jonathan Fitzgerald, our head of wealth planning, exemplifies the caliber we aim for. Jonathan doesn’t just understand the nuances of trust and estate law—he has a unique ability to break down complex plans, showing clients exactly how they impact their wealth and legacy. He brings clarity and depth to the planning process, helping clients visualize how their plans will play out over time. That’s the level of detail and care we seek to bring to every client relationship.

 

Partnering with Alvarez & Marsal

Being part of Alvarez & Marsal gives us access to resources most wealth management firms can only dream of. From tax expertise and transaction advice to exclusive private equity and real estate opportunities, our connection to A&M provides a strategic advantage. For clients, that means more than just “managing wealth”—it means having a partner who can help solve problems, navigate transitions, and open doors.

 

The AMPWP Advantage

When you look at many wealth management firms, there’s a common theme: they’re structured as professional sales organizations. They’re about asset gathering, pushing products, and growing for the sake of growth. At AMPWP, we take a different approach. We want to be the quarterback of our clients’ financial lives, the trusted partner who can help them navigate the complexities of multi-generational wealth.

We’re not just a wealth management firm; we’re a team committed to providing exceptional, personalized advice, free from the distractions of short-term metrics or sales goals. Our clients know that when they work with us, they’re working with advisors who put their best interests at the forefront.

 

Conclusion

At AMPWP, everything we do is grounded in one simple principle: make the best decisions for our clients, and everything else will follow. We’re here to provide trusted, insightful advice that clients can rely on, year after year, generation after generation. And that’s the only “growth metric” we’re interested in.

If you’re looking for a firm that’s independent, client-centered, and backed by a team that knows what it takes to build and protect wealth, we’re here. At AMPWP, it’s not about us—it’s about you and what you want to achieve.