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Here's what we can do for you:
Why choose Ambrose Wealth Management?
As independent financial advisors and advocates, we are motivated solely by our clients’ best interests and success.
We’re a small, boutique 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 personalized attention you deserve.
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.
Here’s a brief overview of the steps we take toward your personalized wealth and business plan for retirement.
List of Services
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Step IItem Link List Item 1
Acquaintance
Understanding your life.
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Step IIItem Link List Item 2
Discovery
Gathering your documents.
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Step IIIItem Link List Item 3
Validation
Review and confirm information.
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Step IVItem Link List Item 4
Strategy
Develop your financial plan.
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Step VItem Link
Recommendations & Execution
Implement strategies.
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Step VIItem Link
Measure, Manage, Report
Monitor, adjust and collaborate.
Decades of Experience: Benefit from over four decades of financial expertise and market knowledge.
Our Commitment: We prioritize your best interests in every decision we make.
Personalized Attention: As a boutique firm, we provide responsive and attentive service tailored to your needs.
Proactive Approach: We stay ahead of market trends and make adjustments, if needed, to your financial plan proactively.
Simplicity and Clarity: Financial planning doesn’t have to be complex. We help simplify the process for you.
Experience you can
count on.
Tom Ambrose, President of Ambrose Wealth Management, has over 43 years of experience providing retirement, business, investment, and tax minimization planning advice. Serving the Delaware Valley since the mid-1980s, Tom has helped guide hundreds of executives, retirees, and business owners through market downturns, tax reforms, and financial crises. His mission is to be your financial advocate, helping you accumulate, manage, and preserve your life savings while saving you time, money, and taxes whenever possible.
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Step I, Acquaintance
In our initial meeting, we ask you to share in detail about your financial life and business—your goals, lifestyle, risks, and the opportunities you foresee. We aim to understand your personal characteristics—your strengths and experiences—as well as areas where we can support you. We’ll help guide you through the documentation gathering process necessary to continue the planning.
Step II, Discovery
Our learning continues as you provide the financial, tax, and legal materials—both personal and business—that we requested. Through more questions and discussions, we gain a deeper understanding of your resources and how we can bridge them to help meet your financial and retirement goals.
Step III, Validation
We present a detailed review of all the background information you’ve provided, allowing you to validate its accuracy. This helps ensure a clear understanding of the assumptions we’ll use moving forward. Although it’s a recap, clients often find this an eye-opening experience.
Step IV, Strategy
In this collaborative session, we outline a strategy to help meet your financial and retirement goals. Without delving into specific strategies just yet, we focus on a plan to help get you where you want to be. This helps us ensure we’re on the same page and haven’t missed anything.
Step V, Observations, Recommendations & Execution
At this stage, we discuss specific observations and recommendations and begin implementing them. We take full responsibility for the execution, completion, and follow-through of our proposed strategies.
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 your other advisors, meeting regularly at your convenience to monitor progress, make adjustments, and help to ensure your plan remains aligned with your goals.
Start your journey towards Reaching your financial goals
Ready to take the next step? Contact us to schedule a consultation.
CONTACT US
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tambrose@ambrosewm.com
(610) 613-2181
Ambrose Wealth Management
1434 Brintons Bridge Road, Suite 3
Chadds Ford, Pa. 19317
Privacy & Terms
Licensed Insurance Professional. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. Investment advisory services offered through Ambrose Wealth Management.
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.
Insurance products are sold based on the best interest standard at both the state and insurance carrier level. 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).
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.