A.J. Amato Wealth Management Joins Albany Financial Group
Albany Financial Group is pleased to announce that A.J. Amato Wealth Management has joined AFG's financial planning and investment management practice.
This affiliation, which now marks seven lead advisors at AFG, allows both A.J.'s firm and AFG to grow in scale from a knowledge and efficiency standpoint.
A.J. Amato, CPA, CFP® brings nearly 40 years experience in the financial services industry, including the past 14 years as the principal owner of A.J. Amato Wealth Management, which currently services more than $235 million in assets.
Albany Financial Group, under this new affiliation, will now oversee more than $1.2 billion in assets.
"Albany Financial Group has maintained the mindset of and taken pride in avoiding growth for the sake of growth over the years," said Len Valletta, Principal of Albany Financial Group. "With A.J. joining our practice, it marks the first advisor to link since 2012. That said, I've been fortunate enough to have long-lasting, positive relationships with the advisors in our office for years. That relationship has carried through with A.J., even before he was associated with AFG," Len said.
"We warmly welcome A.J. and know he'll be a great fit to the culture and philosophy we express to our clients on a daily basis."
This year marks Albany Financial Group’s 48th year in business. When AFG was founded in 1973, it was a time when very few firms were offering holistic financial planning to their clients. Although times have changed quite a bit, in 2021 our mission, as well as our approach, has remained the same. We help our clients take a comprehensive look at all of their financial objectives and collaborate with them to develop a plan to try to best reach those objectives. Our goal is to shepherd them through various life changes, economic and market cycles, to help them stay on track and give them the best chance to reach their financial goals and dreams.
Our motto is and always will be “our family helping your family."
