AMP Wealth Management
Whitefish Bay, WI
AMP Wealth Management Joins Forces with Merit Financial Advisors Effective June 24, 2025.
We are excited to announce the next phase of our firm, the merger of AMP Wealth Management and Merit Financial Advisors. Our same team, local office, and resources are here for you, but now include expanded support and services. We are dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your partnership, and look forward to serving you for years to come! Connect with our AMP team here or call us at (414) 332-1011.
About AMP Wealth Management
It is our view that achieving investment success is the result of a disciplined investment management process, concentration, and insightful flexibility. AMP Wealth Management (AMP) has been assisting clients reach their financial goals since 1994. Our diversified strategies are built on rigorous research and analysis. Periodic portfolio adaptations are made utilizing this AMP developed structure. Through this process AMP seeks to provide stable, consistent returns in varying market conditions.
The firm was founded by Dr. Jerome Mahalick to provide fellow medical and dental professionals with an academically based investment alternative. The firm initially developed Quantfolios (risked based mutual fund allocations) that would adapt to the market environment. Subsequent to that The Income Generating Portfolio, (enhanced fixed income management) was developed in 1997. In 2006 AMP formulated the Rising Dividend Strategy. This equity strategy was incorporated to capitalize on the unique characteristics of strong dividend paying companies with sound business principals.
About Merit
Merit is your trusted financial partner, providing the support you need to navigate life’s challenges, transitions, and victories.
We are committed to providing holistic financial planning and wealth management solutions, prioritizing deep relationships, and implementing solutions that help you achieve your financial goals.
We seek to enrich your life by striving together toward financial freedom, wellness and confidence in decision making.
Resources
We’re here to guide you in enhancing and preservation your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.
