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Welcome to Amethyst Wealth Planning®, we believe tending to your financial garden is a sacred act. We marry the mathematics of personal finance with the magic of spirit and story. We offer Creative Strategy for Clarity, Comfort, and Confidence.

Amethyst Wealth Planning
is a holistic financial planning firm.

Our mission is to help families grow
and preserve their wealth and
create a meaningful legacy.

Mindi L. Wernick, CFP®


Who We Serve

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