Steven J. Amico had a different idea in mind when he co-founded his investment management firm in 2007. A decade of industry experience had made him realize that the needs of individual clients weren't always best served by the typical Wall Street business model where the firm sells its products to meet its sales goals. At Northeast Investment Advisors, the individual needs of each client are the primary focus.
Steven is a dedicated family wealth strategist. He provides trust and confidence in his clients' financial life. Steven has over thirteen years of experience in the financial services industry. He brings the expertise of many to the service of one.
Steven has a very distinctive investment philosophy, which is to build portfolios focused on producing dividends. He believes dividends are a sign or measure of an investment's health. A dividend is like running a financial race but with a head start. It may enhance a return when the market is rising, could create a return when the market is flat, and could mitigate a return when the market is declining. Ask him how this may help you achieve your financial goals and objectives when you can.
“If you have a large amount of wealth it does not mean that financial planning is unimportant; it only means you have more financial choices. It also doesn't mean your going to choose the right ones. If you have a small amount of wealth than financial planning is even more important.”
Before earning both a Bachelor of Science in Business Management/Finance and a Bachelor of Arts in Economics from East Stroudsburg University of Pennsylvania, Steven served in the United States Army on active duty. He holds a Series 7, 66, Health & Life licenses'
What's something you might not know about Steven? He has an intense disdain for automatic transmissions and never won a single spelling bee!
Licensed in CA, CO, CT, FL, IL, MA, NC, NH, NJ, NY, OR, RI, TX & VA