Who We Are

Comprehensive Wealth Planning, Built Around You

AFG Wealth Management, based in Hoboken, NJ, is a comprehensive wealth planning firm known for its investment expertise and disciplined approach to portfolio management. While investment services are often what bring clients to us, our work extends far beyond that. We dedicate equal focus to retirement planning, estate and probate analysis, education funding, and tax strategy, recognizing that every aspect of your financial life is interconnected and must be addressed as a whole.

At the core of our practice are the two most important questions clients face. The first is simple but powerful: “Will I make it?” Many people have never clearly defined what “it” means for them. Through a deep discovery process, we help clarify your goals, evaluate your current approach, and determine whether your strategy truly supports the future you envision. When everything aligns, we confirm you are on the right path; when it does not, we identify the gaps and provide practical solutions.

Identifying Risks Before They Become Problems

The second question we address is, “Do I have any financial blind spots?” Our team takes a 360-degree view of your financial life, looking for risks that could impact you, your family, or your business. If potential issues are uncovered, we surface them clearly and offer thoughtful, rational strategies to reduce exposure. By the end of this process, you gain clarity, confidence, and answers to the questions that matter most.

Amy Goldman

Founder and President

Amy founded AFG Wealth Management in 2018, building upon her more than 20-year career in the investment management industry. She has held various sales and management roles at some of the largest, most reputable firms in the financial services industry, including Fidelity Investments and Oppenheimer Funds. Amy holds the Chartered Retirement Plan Counselor® designation and her Series 7, 63, 65 and 66 securities licenses. Amy is also licensed to offer life, accident and health insurance coverage.

Amy attended Fairleigh Dickinson University in Madison, NJ. She lives with her husband and daughter in Hoboken, NJ, and is very active in various volunteer roles and community groups in the Metro area.

Amy’s philosophy, “Whether our clients are small businesses, endowments or individuals, we strive to give them a client experience that focuses on integrity, the utmost suitability and one involving a dimension of personal communication that most advisors often overlook.”

Archita Banda

Director of Marketing and Events

As Director of Marketing and Events, Archita oversees brand strategy and bespoke client experiences that reflect the firm’s standard of excellence. She designs sophisticated educational and community initiatives centered on women’s financial leadership. Her approach blends precision, discretion, and purpose.

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