My journey into wealth management began with a heartfelt desire to help people, inspired by my father's legacy of generosity. For over 25 years, I have been dedicated to creating lasting generational wealth, assisting individuals and families in achieving financial independence and stability. At AMC Legacy Builders, my mission is to build enduring wealth that benefits both current and future generations. I have had the privilege of providing financial stability during tough times and devising strategies to make wealth-building accessible to everyone. This democratization of financial planning is my proudest achievement.
I believe in a deeply personal approach, investing time to understand each client's unique story. This ensures every financial plan is bespoke and tailored to the individual. It's this personal touch that turns clients into lifelong friends.
The financial landscape is ever-evolving, and I have adapted with agility and innovation to meet my clients' changing needs. From introducing premium financing to staying ahead of trends influenced by social media, my practice blends timeless principles with forward-thinking strategies. Over the years, I have learned invaluable lessons. Specializing within my field has allowed me to develop focused expertise that greatly benefits my clients. I lead a collaborative team that values our clients as much as I do.
I have also built a strong partnership with Madan Finance, led by the esteemed Kuldeep Madan, to enhance our premium financing services. Together, we prioritize simplicity and transparency, ensuring our clients are fully informed and engaged throughout the process. Despite personal challenges, including the loss of my parents, my resilience and dedication to my work have only deepened. These experiences have reinforced my commitment to ensuring clients are well-prepared for life's inevitable challenges, emphasizing the importance of life insurance for financial security.
I offer a comprehensive suite of services, including retirement and estate planning, business continuation, and retirement income planning. My expertise focuses on three key areas: premium financing, estate planning, and retirement income planning. These specialties form the cornerstone of my strategy to build family wealth through comprehensive financial planning.
In me, clients find more than a financial advisor; they discover a lifelong associate committed to building a legacy of wealth, security, and prosperity. At AMC Legacy Builders, my vision is not just to help clients build wealth but to craft legacies that enrich lives for generations to come.
Meet Ashish M. Chowdhry
LICENSING
Meet Karen Wilkins
My journey into the world of finance began during a conversation with Ashish while grilling on the amenity floor of our apartment building one sunny Fourth of July.
I was immediately inspired by Ashish’s passion for life and his genuine desire to help those around him. We struck up an instant camaraderie, and when he offered me the position of Team Operations Director a few months later, it didn’t take much thought to accept. It quickly became clear that building strong relationships was of the utmost importance to Ashish, both personally and professionally.
The role aligned perfectly with my skills and experience in relationship building, leadership, and management developed over three decades. Communication, organization, reliability, and dependability are also key pillars of this business. Since joining, I have obtained my life and health insurance licenses to better support Ashish in the services he provides.
I’ve always enjoyed meeting and working with people, and this role continues to be incredibly rewarding. It's fulfilling to witness opportunities opening up for clients—opportunities they never believed were possible—through the expert advice and tailored solutions we offer.
Outside of the office, I am passionate about travel and take every opportunity to explore the world with my husband. Friday date nights are a cherished tradition, where we aim to discover new restaurants and cuisines each week. Although our children are grown and scattered across the globe, we prioritize spending as much quality time together as possible. For now, we proudly call Jersey City home.