Attorney Amy Zamikovsky, CFP®, CPWA®

As a CFP® professional, CPWA® professional, and Texas attorney (currently non-practicing), I bring more than 15 years of experience in financial planning, investment management, tax strategy, estate planning, and complex financial decision-making. Every recommendation is made as a fiduciary, meaning your best interests always come first. Whether you're preparing for retirement, managing significant wealth, navigating a major life transition, or looking for a trusted long-term advisor, my goal is to help you make informed decisions that continue to serve you well for years to come. I provide comprehensive financial planning and ongoing investment management rather than one-time investment recommendations. Annual planning and investment management engagements begin at $5,000. Not every client needs an ongoing advisory relationship, however. When appropriate, I also offer select standalone financial planning engagements. I serve clients across the country virtually, with in-person meetings available in Houston. Many of my clients lead demanding professional and personal lives. To make working together as convenient as possible, I offer evening and weekend appointments upon request. If you're looking for thoughtful, objective advice from an experienced fiduciary, I'd love to learn more about your goals.