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4401 Atlantic Ave, Suite 200, Long Beach, CA 90807

(562) 822-5840
info@amenitywealth.com
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EXPERIENCED AND AFFORDABLE, JUST FOR YOU

Amenity Wealth offers highly credentialed staff, decades of experience, and an
agreeable low cost for all of our clients.

Learn more


EASING YOU INTO A WORRY-FREE RETIREMENT

We understand that one of your biggest priorities is being able to enjoy a
carefree retirement. Our experienced professionals can help you preserve your
wealth so that all of your expenses are met.

Learn more


FOCUS ON SELF-RELIANCE

The better you understand the reasoning behind your investment decisions, the
more you feel in control of your financial destiny. We prioritize client
education so that you can know exactly how your money is working for you.

Learn more


WEALTH MANAGEMENT, TAILORED TO YOU


WORKING ONLY WITH THE HIGHEST STANDARDS

Because we at Amenity Wealth are proud to serve both as CFA® charterholder and
CERTIFIED FINANCIAL PLANNER™ professionals, we are held to a high standard of
fiduciary duty. As an independent firm, you can rest assured that every
recommendation we give to you is purely made with your best interests in mind.

While regulatory agencies in the financial services industry are in process of
holding all registered representatives to the same standard, this is the
approach on which we founded Amenity Wealth. We strive only to provide the
highest level of care in equity to our clients, and we believe that standard is
apparent in every service we provide.

Learn more


OUR THREE-STEP PROCESS




ASSESS


PLAN


MANAGE


ASSESS




ASSESS

We thoroughly analyze your current financial situation, your financial needs,
the goals you want to achieve, and the steps you may have already taken to reach
those goals in order to model your comprehensive financial blueprint.

Learn more


PLAN




PLAN

Once we have collected the required information, our team will develop a
financial plan to translate your goals and needs into systematic approaches
detailing the variety of paths we can take together to achieve them.

Learn more


MANAGE




MANAGE

Once a strategy is approved and executed, we will continuously review the
implementation to ensure that the plan is still working for you. We will meet
annually and make changes as necessary.

Learn more



MEET OUR TEAM




BORIS CASTILLO

BORIS CASTILLO

CFA, CFP® Wealth Manager/Founder

Call Me

Email Me




DIANNA MOUA

DIANNA MOUA

Financial Services Assistant

Call Me

Email Me




SCHEDULE A CONSULTATION


Name
Email
Address
Phone
Question
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CONTACT

Office: (562) 822-5840

4401 Atlantic Ave

Suite 200

Long Beach, CA 90807

Series 7, Series 63, Series 65, Series 66, Life Insurance, Health Insurance,
Long Term Care Insurance, Variable Contracts

info@amenitywealth.com



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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment
advisory services offered through The AmeriFlex® Group, an Independent
Registered Investment Advisor.
SPF is separately owned and other entities and/or marketing names, products or
services referenced here are independent of Osaic Wealth. Insurance is offered
independent of Osaic Wealth.