Amy R. Lorius is a senior client service director and partner at CM Wealth, where she excels in delivering tailored wealth management solutions to high net-worth individuals and their families. With a keen focus on strategic tax implementation and personalized planning, Amy brings over 25 years of unparalleled expertise in trust administration, wealth planning, investment management, and fiduciary services.

At CM Wealth, Amy is renowned for her disciplined, client-centric approach. She collaborates closely with clients and their external advisors to craft comprehensive, customized wealth plans, always prioritizing their best interests as a trusted fiduciary. Her dedication to understanding each client’s unique situation and aspirations drives her to provide superior, attentive service that helps clients achieve their financial goals.

Before joining CM Wealth in 2020, Amy made significant contributions as a regional director of trust at Key Private Bank and as a trust advisor at PNC Private Client Group. Her extensive background has equipped her with a profound understanding of the intricacies of wealth management and fiduciary responsibilities.

Amy earned her bachelor’s degree in marketing and an associate degree in the arts from the University of Akron. She further distinguished herself by obtaining the certified financial planner designation in 2009 and is an active member of the Estate Planning Council of Cleveland.

Outside of her professional pursuits, Amy is passionate about her family life, often found cheering on her young daughter in volleyball, basketball, and track. She also enjoys volunteering at her daughter’s school, traveling, wineries, and spending quality time with her loved ones.