Welcome to Agape Wealth Management, LLC — Agape, pronounced ah-GAH-pay, is a Greek term representing the highest form of love: selfless, unconditional, and sacrificial. This spirit of agape informs every facet of our firm..
Our Story
Amy is a seasoned financial professional whose credentials include ChFC and CRPC, and who also holds an MBA from the University of Southern California (USC). Driven by a clear vision of delivering an ordinary experience that would feel extraordinary for clients, after nearly two decades at leading institutions — JPMorgan Chase, Bank of America Merrill Lynch, Wells Fargo, AIG and AIA, she founded Agape Wealth Management, LLC. What began as an independent advisory practice has since evolved into a formally registered Independent Registered Investment Advisor (RIA), reflecting a steadfast commitment to fiduciary responsibility, rigorous standards, and disciplined excellence.
Amy’s reach extends beyond the United States. While serving high-net-worth clients across the U.S., she has also advised clients in Asia, bringing a global perspective to wealth management. This international experience informs our approach to cross-border planning, multi-jurisdictional considerations, and culturally attuned wealth strategies that align with each family’s values and long-term objectives.
Our firm operates with a consistent ethos: to empower clients to realize their financial aspirations while fostering multigenerational legacies grounded in biblically-based stewardship, unwavering integrity, and exceptional service. We are privileged to serve international families and individuals whose goals extend beyond wealth accumulation to the preservation of values, identity, and well-being across generations. We believe genuine financial success is inseparable from integrity, compassion, and an unwavering commitment to our clients’ welfare.