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've 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've had the privilege of providing financial stability during tough times and helping devise 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 in understanding each client's unique story. This helps ensure that 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've 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. Throughout my career, I've 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've 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. This experience has reinforced my commitment to ensuring clients are well-prepared for life's inevitable challenges, highlighting the importance of life insurance for financial security.
I offer a comprehensive suite of services, from retirement and estate planning to 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 my clients build wealth but to craft legacies that enrich lives for generations to come.
Meet Ashish M. Chowdhry
LICENSING
Meet Karen Wilkins
My road into the world of finance started during a conversation with
Ashish whilst grilling at our apartment amenity floor one sunny 4 th July.
I was instantly inspired by Ashish’s passion and enthusiasm for life along with his simple desire
to help the people around him. We struck up an instant camaraderie and I didn’t need to give
much thought to accepting his job offer as Team Operations Director a few months later. It was
instantly clear that building great relationships were of the utmost importance to Ashish both
inside and outside of the workplace.
The role aligned well with my existing skills and experience in relationship building, leadership
and management built up over 3 decades. Communication, organization, reliability and
dependability also play a key role in this business. I have since obtained my life and health
insurance licenses to further support Ashish in the services he provides.
I have always enjoyed meeting and working with different people, this role continues to be so
rewarding, seeing opportunities opening for clients they never believed possible with the
experienced advice and tailored solutions provided.
Travel is also a passion of mine and outside of the office I take every opportunity to explore the
World with my husband. Friday date night is also a firm appointment in our calendar where we
strive to find new restaurants and cuisines to enjoy each week. Whilst our children are all grown
up and live all over the place we try and spend as much quality time together as possible. We
currently call Jersey City home.