Broker Check

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 have found that clients who benefit most from our services tend to have complex financial needs that are specific to their financial goals and dreams. We provide a single point of oversight in reviewing the big picture for each individual client, while collaborating with tax advisors as well as attorneys as your advocate through life’s financial decisions. The following is a list of value added services we provide that is inclusive of our holistic approach to your financial success.

Investments

Investments

Define the asset allocation that meets your goals with the least amount of volatility and least amount of risk

Financial Planning

Financial Planning

With an overwhelming number of options for savings and investing, managing your investments can be difficult. A financial plan helps you to see the big picture while setting long and short-term life goals

Insurance

Insurance

Review of risk exposures and manage the risk by transfer, reduction, avoidance, and retention

Estate Planning

Estate Planning

Critical for the protection of your assets, we work closely with outside professionals to make sure that our investment recommendations and strategies are consistent with your estate plans and goals

Business Succession

Business Succession

We provide a valuation of your business to help you determine the best possible transition solution for you, your family, and your business

Education Planning

Education Planning

College is an investment in your children or grandchildren for a lifetime, opening the door to a world of opportunity. With the cost of education continuing to increase, saving, even a little at a time, can make a big difference

Legacy

Legacy

No matter how large or small, what you do, give and accomplish defines your legacy. We’ll work with you to accomplish that in the most efficient manner possible

Qualified Retirement Plans

Qualified Retirement Plans

Comprehensive analysis to determine the best form of implementation and/or distribution in accordance with your financial plan

Executor / Successor Trustees

Executor / Successor Trustees

You worked hard to create your legacy, it is important to have someone who will both handle your finances and work well with your family

Liabilities

Liabilities

Cash flow and liability management for efficient use and implementation of your assets to support the financial plan in achieving your goals

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