Play the long game.
Retirees, executives, professionals, and business owners today face extraordinary opportunities to grow and preserve wealth—but they also have extraordinary demands on their time. Founded by Tom Ambrose, who has been guiding clients since 1978, we carve a path of simplicity and patience in a world filled with financial complexity and impatience. With over four decades of experience, we’ve witnessed firsthand how greed and fear can impact one’s financial health and life plan. By helping our clients set reasonable expectations and timelines, we lay the foundation for greater success and foster long-lasting, fruitful relationships.
Financial planning is a marathon, not a sprint.
Why choose ambrose wealth management?
Think of this like our declaration of independence.
Independence
As independent financial advisors and advocates, we are motivated solely by our clients’ best interests and success.
Balance
At Ambrose Wealth Management, you’ll find a select group of highly skilled minds dedicated to providing the personalized attention you deserve.
Personalized
We strongly encourage our clients to work to live, not live to work. To us, helping you achieve that balance is the ultimate measure of being a successful advisor.
Our comprehensive planning process
Here’s a brief overview of the steps we take toward your personalized wealth and business plan for retirement.
Acquaintance
Step I
Understanding your life.
Step II
Discovery
Gathering your documents.
Step III
Validation
Review and confirm information.
Step IV
Strategy
Develop your financial plan.
Step V
Recommendation & Execution
Implement strategies.
Step VI
Measure, Manage, Report
Monitor, adjust and collaborate.
Start your journey towards financial freedom
Ready to take the next step? Contact us to schedule a consultation.
ambrose@ambrosewm.com
(610) 613-2181
Ambrose Wealth Management
1434 Brintons Bridge Road, Suite 3
Chadds Ford, Pa. 19317
Privacy & Terms
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our services as an Investment Advisor, Retirement and Wealth Planning firm, can meet your pre and post-retirement needs. Investment advisory services offered through Ambrose Wealth Management, is a State Registered Investment advisor in Pennsylvania and Delaware.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ambrose Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Ambrose Wealth Management a Registered Investment Advisor in the State of Pennsylvania and Delaware.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Pennsylvania and Delaware or where otherwise legally permitted. Ambrose Wealth Management and Thomas K Ambrose or any of its professional alliances are not affiliated with or endorsed by any securities, Investment, or Insurance company or the Social Security Administration or any government agency.
This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to certain materials on this site or through this site belongs to Ambrose Wealth Management. Unauthorized use of the material is prohibited.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Insurance products are recommended and sold based on the best interest standard at both the state and insurance carrier level. Tom Ambrose is a licensed insurance professional . This means that insurance and annuity recommendations must be in the best interest of the client with any conflicts of interest fully disclosed to the client. Additional details are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).