Selecting an experienced, professional financial planner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
So if these questions resonate with you…
- Do you wonder if you are truly prepared for retirement?
- Do you want to transform your wealth so you can leave a legacy to the next generation?
- Do you want to find a way to stress less and enjoy life more?
…we are here with customized strategies for all your financial concerns.
We’re Here to Help Virtually
We offer a no-cost 30-minute consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve.
In our free introductory session, we’ll discuss:
- The things that worry you about your financial future
- What your vision of retirement looks like
- Strategies for your specific concerns
- How our process and services can bring value to your financial life
Get Started Now
Schedule your free 30-minute introductory phone call today to take the first step toward the future you dream about.
You may also call 724.942.2639 or email email@example.com.
Amy Braun-Bostich is founder, CEO, and private wealth advisor at Braun-Bostich & Associates, a fee-based fiduciary wealth management firm located in Canonsburg, PA. With over 30 years of experience, Amy is dedicated to serving her high-net-worth pre-retiree and retiree clients, helping them transform their wealth through customized strategies and top-notch services so they can achieve their goals and receive a new vision of what’s possible. With a goal of adding value to the lives she touches, Amy approaches each client with compassion and transparency and prioritizes building lifelong relationships.
Amy has invested countless hours into growing in her skills and knowledge to bring her clients the best advice possible for their situation. She earned a bachelor’s degree in psychology from UCLA, as well as a Master of Science in Financial Planning. She holds multiple certifications, including CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor℠, Certified Fund Specialist®, and Certification for Long-Term Care. She was named one of Pennsylvania’s Top Women Wealth Advisors in Forbes’ 2022 Best-In-State list. When she’s not helping her clients find clarity and purpose, you can find Amy reading, going on walks, and gardening. She loves to travel and spend time with her family, including her husband, two children, and her dog. To learn more about Amy, connect with her on LinkedIn.