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Wealth Through Holistic Financial Planning

Choosing the right advisor is one of the most important decisions you can make in achieving success through life’s transitions. We help affluent clients to achieve their financial goals and dreams by not only providing a tailored holistic financial plan that is customized to individual needs, but help to implement, monitor, and adapt that plan to changing market forces as well as life events. Whether you are looking to retire, pass on your legacy, plan for the succession of your business, or handling the separation or loss of a spouse, we are dedicated to help bring your entire financial household in order.

Our success comes from our combined experience and technical knowledge as well as our partnership in working together as a team on your behalf. Through our experience in working for large organizations, we have come to realize that people transact business with people, not the name of the corporation on the door. It’s that one on one connection that motivates us on a daily basis and gives us the pride of personal ownership. Our job is to listen, focus on what is important, and help you to make an informed decision. We care about our clients and are invested in your financial success.

We look forward to working with you, your family, and for you to become a part of our family at Ambassador Wealth Management.

What is Wealth Management?

Wealth management is more than just investment advice; it is a holistic approach to coordinating your financial affairs, inclusive of investment portfolio management, advanced planning techniques, and relationship management. We assist our clients' in making smarter financial decisions by overseeing their financial affairs through the growth, preservation, and transfer of their wealth in an efficient manner.

What We Do as Your Financial Advisor

  1. Set investment performance objectives and meet to discuss progress
  2. Implement strategies to help manage investments and downside risk
  3. Disclose fees in an open conversation
  4. Create a financial plan and keep it current
  5. Cash flow analysis to help you meet your income needs
  6. Social Security analysis to determine the right time to begin benefits
  7. Risk management to protect your loss of income, liability and property

For a COMPLIMENTARY Financial Review, please click here to contact Michael and Peter.

 

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