Ametrine Wealth Strategies, LLC

Our motto focuses on one thing in mind to help client design wealth strategies to help them Create, Grow, Manage, Distribute, and Protect their Wealth “For, At, or During Retirement”.

09/08/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Some diets lighten nothing but your wallet. Here’s a few to avoid.
09/03/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
09/01/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Childhood attitudes and habits can determine your child's health in his or her adult years.
08/27/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
08/25/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
08/20/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

The average college senior graduates with credit card debt. How will your kids manage money?
08/18/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

There are benefits and limitations when using a living trust.
08/13/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

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1122 E Lincoln Avenue Suite 106
Orange, CA
92865

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Wednesday 9am - 5pm
Thursday 9am - 5pm
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