What Makes Us Different
Retirees, executives, professionals, and business owners today have extraordinary opportunities to grow and preserve wealth. Many also have extraordinary demands on their time. For those individuals, Ambrose Wealth Management can help carve a path of simplicity and patience in a world of financial complexity and impatience. We have learned and experienced over decades what greed and fear can do to one’s financial health and life plan. Educating our clients on how having unreasonable expectations and timelines and what is reasonable, sets the stage for a higher likelihood for success and a long and potentially fruitful relationship together.
Our Declaration of Independence
Our planning services are fee-Only, not commission driven. As truly independent financial advisor “advocates”, we are motivated by nothing except our clients’ best interest and success. In fact, our success is directly tied to yours.
The Size of Things
We’re a small firm. And our clients wouldn’t have it any other way. At Ambrose Wealth Management you’ll find a select group of highly skilled minds dedicated to providing the customized attention, you deserve.
Life’s Work
We strongly encourage our clients not to live to work, but to work to live. To us, that is the ultimate measure of being a successful advisor.
OUR PLANNING PROCESS
Steps taken to develop and implement a personalized comprehensive Wealth and Business Plan into Retirement are as follows:
Step I: Acquaintance
In this initial meeting, we ask you to tell us in detail about your financial life and your Business. Your goals and lifestyle. Risks and opportunities, you foresee. We’ll want to understand your personal characteristics - your strengths and your experiences, as well as areas in which we can support you. We’ll also guide you through the documentation gathering process necessary to continue the planning process.
Step II: Discovery
ur learning continues as you provide the Financial, Tax and legal materials , personally and business, that was requested in the previous meeting. More questions, more discussion, and a deeper understanding of your resources and how we can begin to bridge them to your goals.
Step III: Validation
We present a detailed review of all the background information you provided us, so that you can validate its accuracy. This ensures a clear understanding of the assumptions we will use to move forward. Although this is a recap of information from our clients, it’s often an eye opening experience for them.
Step IV: Strategy
In this work session, we outline a strategy for helping you to achieve your business and financial goals. No delving into specific ideas or solutions yet - just a focused look at a plan to help you get to where you want to be and go. Want to make sure we are on same page and didn’t miss anything.
Step V: Observations, Recommendation & Execution
At last, we discuss specific observations and recommendations and solutions and begin implementing them. We take full responsibility for the execution, completion and follow through of our recommended solutions.
Step VI:Measure, Manage, Report and Collaborate
Once your plan is in place and all your advisors are up to speed our advisory service to you has just begun. We will continue to communicate with you and the other advisors, meet regularly, at your convenience, to
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Successful business owners, professionals, executives and retirees have extraordinary opportunities to grow and preserve wealth. Many also have extraordinary demands on their time. For those individuals, Ambrose Wealth Management can help carve a path of simplicity in a world of financial complexity.
THOUGHT LEADERSHIP
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