At Amethyst Wealth Planning, we are dedicated to understanding our client’s hopes and dreams and helping them build a financial roadmap to attain them.
We serve independent women, affluent couples, and LGBTQ families. We offer clarity of their current financial landscape and help them craft a vision of their ideal future lifestyle.
We devise a clear path forward to continue to grow their wealth and leave a meaningful legacy for future generations. 
I have been in the financial services industry since 2006. I refresh my spirit by walking in Prospect Park, singing in a chorus, and leading prayer services for my synagogue. I have been a resident of Brooklyn for over 25 years, and live with my spouse, Malkie, and our three awesome sons.

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Mindi Wernick is licensed to sell insurance in: CA, CT, DC, FL, MA, MD, NC, NJ, NV, NY, OR, VA and securities in CA, CT, DC, Fl, MA, NJ, NY and VA.  CA Insurance License #0I53703

Mindi Wernick is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC Member SIPC (www.sipc.org). Supervisory address: 250 Pehle Avenue, Ste 405, Saddle Brook NJ 07663, 973-237-0100. 

Amethyst Wealth Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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Mindi Wernick (she/her)

I partner with female executives who feel misunderstood by their current advisors and feel overwhelmed by making smart money decisions. 

Amethyst Wealth Planning is a psycho-soulful financial planning firm. Our mission is to provide creative strategy for comfort, clarity, and confidence by uniting the mathematics of personal finance with the magic of our clients’ stories and spirit. Together, we create clarity and strategies to bolster ownership and confidence in building your abundant future.

I have been serving my financial services clients for over 16 years, and I enjoy finding innovative ways to bridge doing the work that I love with the other parts of my life that spark joy. 

I refresh my spirit by walking in Prospect Park, photographing nature, and leading prayer services for my synagogue. I have been a resident of Brooklyn for over 25 years, and live with my spouse, Malkie, and our three awesome sons.

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Mindi Wernick is licensed to sell insurance in: CT, DC, FL, MA, MD, NC, NJ, NV, NY, PA, TN, TX, VA and securities in Fl, NJ, and NY.

Mindi Wernick is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC Member SIPC (www.sipc.org). Supervisory address: 250 Pehle Avenue, Ste 405, Saddle Brook NJ 07663, 973-237-0100. 

Amethyst Wealth Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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I am the Founder of Amethyst Wealth Planning, a financial planning firm that uniquely incorporates the fundamentals of financial planning with behavioral finance.

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Mindi CFP®'s Linkedin Analytics

Mindi CFP®

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Mindi CFP®

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Mindi CFP®'s LinkedIn Performance

Mindi CFP®'s Best Posts .css-1emoo84{font-size:var(--chakra-fontSizes-md);font-weight:400;color:var(--chakra-colors-gray-600);}(last 30 days)

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Mindi CFP®'s Linkedin Analytics

Performance ScoreMindi CFP®'s LinkedIn Performance

Mindi CFP®'s Best Posts (last 30 days)