The Utility of Sector Investing
Do You Owe The AMT?
Managing an Inheritance
Amy S. Lawrence
Wealth Advisor
Amy works with private business owners, entrepreneurs, executives, and high-net-worth families to help define, pursue and integrate their financial priorities.
Addressing both the assets and liabilities of her clients' balance sheets, Amy takes a collaborative, thoughtful, and integrated view of their resources. She and her team focus on addressing the complexity that can accompany significant wealth, helping clients enact cohesive strategies that leverage the breadth of offerings at Gorilla Investments Co.
Based in South Florida, Amy is attuned to the economic conditions that have attracted new clients to the Miami area. She frequently serves as a guide to help weigh the financial, business, personal, and philanthropic decisions that accompany a relocation to the state. Amy supports business owners with guidance on succession planning and exit strategies and helps deliver professional oversight to support their post-sale wealth management needs.