Dedicated to your financial well-being...
Founded with one goal in mind... to provide clients a unique and customized experience to help prepare them for a brighter financial future.
AMS Capital Management LLC
Mailing Address:
63 Bovet Road, Ste 313
Phone:
- 650-344-1160
E-mail:
Newsletters
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.