Our Services
In retirement, the best offense is a good defense.
At Ambrose Wealth Management, we offer a comprehensive suite of services designed to help you preserve your wealth and enjoy a fulfilling retirement. Our goal is to provide personalized strategies that not only meet your current needs but also protect your financial future. Here’s how we can help:
Retirement Income Planning
Retirement Income Planning is essential to maintain your lifestyle without the fear of outliving your savings. We work closely with you to develop a customized income strategy that includes:
- Sustainable Withdrawal Strategies: Creating a plan that balances your income needs with preserving your nest egg.
- Diversified Income Streams: Leveraging defined benefit pensions, annuities, and other reliable income sources.
- Longevity Planning: Ensuring your funds support you throughout your retirement years.

Why It’s Useful: By meticulously planning your retirement income, you can enjoy your retirement with confidence.
Investment Management
We focus on preserving your wealth by minimizing downside risks while taking advantage of market upsides. Our approach includes:
- Risk Management: Strategies to protect your assets from market volatility.
- Portfolio Diversification: Minimizing risk through asset allocation.
- Active Monitoring: Adjusting your portfolio in response to market changes.

Why It’s Useful: Effective investment management helps you maintain your wealth, helping ensure your investments support your retirement goals.
Annuities
Annuities can provide a steady income stream during retirement. Our services include:
- Product Selection: Choosing the right annuities to meet your income needs.
- Income Integration: Incorporating annuities into your overall retirement plan.
- Risk Mitigation: Using annuities to protect against longevity and market risks.

Why It’s Useful: Annuities offer guaranteed income, providing confidence in retirement.
Long-Term Care Planning
Planning for potential long-term care needs is crucial. Our services include:
- Cost Estimation: Understanding potential future care costs.
- Insurance Solutions: Evaluating long-term care insurance options.
- Asset Protection: Strategies to protect your wealth from care expenses.
Why It’s Useful: Proper planning helps ensure you receive the care you need without depleting your savings.
Insurance Strategies
Protecting your financial well-being requires a robust insurance strategy. Our offerings include:
- Life Insurance: Providing for your loved ones.
- Disability Insurance: Protecting your income.
- Asset Protection: Safeguarding your wealth.
Why It’s Useful: Personalized insurance coverage helps ensure your financial plans remain intact.
Start your journey towards financial freedom
Ready to take the next step? Contact us to schedule a consultation.
