Amy Dubray

Wealth Advisor, Partner

I bring my core values of honesty, sincerity, and hard work into my financial practice. As a business owner, I know first-hand the importance of making sound investment decisions. I have experienced both positive and negative outcomes in my life that have provided me with great insight into what my clients might be facing. Viewing each person I encounter as an individual with a unique needs helps me to personalize my service. I want to know my client’s stories and use this information to provide a comprehensive strategy that is aligned with their goals. I believe in being direct, sincere, and knowledgeable in all that I do.

I hold an advanced degree in psychology from the California School of Professional Psychology. Previous to my career in financial advising, I worked in a variety of areas in the wellness field for over 10 years. I enjoy outdoor activities and spending time with my children in my free time. I have completed 18 marathons including the Boston Marathon in 2009.

My areas of focus include:

  • Income investment strategies with emphasis on tax-free municipal bonds
  • Long-term growth with average market risk
  • Retirement income planning
  • Establishing asset allocation models to match individual goals, objectives, and risk tolerance
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