Financial Advisor Based Firm in Orange County
Ambassador Wealth Management, LLC is an Orange County Financial Advisor based firm founded by Peter O'Brien and Michael Nelson, CFP® practitioner. Combined, they have 50 years of experience in the Orange County, Southern California and Arizona regions.
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 smart decisions with their money; as financial advisors in Orange County, we oversee our client's financial affairs through the growth, preservation, and transfer of their wealth in an efficient manner.
What We Do as Your Financial Advisor
- Set investment performance objectives and meet to discuss progress
- Implement strategies to help manage investments and downside risk
- Disclose fees in an open conversation
- Create a financial plan and keep it current
- Cash flow analysis to help you meet your income needs
- Social Security analysis to determine the right time to begin benefits
- Risk management to protect your loss of income, liability and property
We look forward to working with you, your family, and for you to become a part of our family at Ambassador Wealth Management here in Orange County. Call today for a free consultation with our Financial Advisors to determine if Ambassador Wealth Management is the right place for you...our door is always open!
As your Financial Advisor, we are dedicated to guide you through the intimidating financial decisions in life. Our passion for helping people to succeed while humanizing the investment process with every client is our foundation for success.
As an Orange County Financial Advisor firm, thank you for considering us for your business.