Ames Planning  under new ownership

Ames Planning Associates, Inc. has announces the completion of the ownership purchase from Harv M. J. Ames, of Hancock by Carl Amos Johnson of Greenfield. Ames, who founded the business in 1988, recently retired.

Ames Planning Associates, with a staff of six professionals has served clients in the Monadnock region and throughout the U.S. since 1988. The firm provides fiduciary services to families, trusts, foundations and businesses in areas such as investments, estate planning, tax planning, insurance, and retirement.

Johnson joined the firm in 2001 as a certified financial planner and chief global investment strategist.

Often quoted in the Wall Street Journal , Johnson is an industry expert recognized by Bloomberg among the top wealth managers in the U.S.

“I am excited to be dedicating my career to our clients and this service model,” Johnson says. “We have a wonderful team and we thoroughly enjoy serving our clients.”

Legacy Comments0
There are no comments yet. Be the first!
Post a Comment

You must be registered to comment on stories. Click here to register.