Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Myrtle Beach, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amy is the President of Gold Shield Wealth Management LLC and Gold Shield Wealth Financial LLC, both involved in financial planning and managing client portfolios, dedicating full-time hours to each. She is also the co-founder of Aider Insurance Group, focusing on Medicare and simplified issue life insurance, but spends no time on this activity.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
March 2025 - Present · 11 mos
State Registrations2 states
SCTX
Advisor
Exams
No exam information available for this advisor.