ambrosewm | Approach
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An Integrated Approach to Wealth Management

For Retirement and Your Legacy Thereafter

A comprehensive, collaborative and tax efficient approach to planning and execution for individuals and business owners is the cornerstone of our clients success

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AMBROSE WEALTH MANAGEMENT
WEALTH AND RETIREMENT PLANNING PROCESS

Our proprietary process guides families to the financial strength and confidence they’ve worked so hard to achieve.

Steps and process 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

Our learning continues as you provide the Financial, Tax and legal materials, personal 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, 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 make sure your on track and make changes if necessary.

5 Step Investment Management Process

After our detailed Discovery Process we begin to deploy individualized investment strategies tailored to the needs and goals of each of our clients

1

Build and manage globally diversified portfolios from an array of asset classes and investment strategies including non-correlating and alternative assets in line with our client's objective.

2

Utilize independent empirical research and analytics to determine ``best of breed`` positions within our ``open architecture`` structure.

3

Assess the effect of costs and utilize tax-efficient strategies within portfolios. Reduce costs with exchange traded funds in efficient markets and use thoughtful tax location and tax deferral strategies to improve after-tax return.

4

Continuously monitor and review the economy, capital markets, and security/manager selection.

5

Rebalance to harvest gains, to maintain portfolio integrity, and to redeploy into better opportunities as they emerge.