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Ambar R

Series 65

Miami, FL

Focus Partners Wealth, LLC

Ambar Ramos is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. Prior to joining Focus Partners Wealth in 2023, Ramos worked at Silicone Valley Bank from 2020 to 2023 and JGE Financial Group from 2015 to 2020. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering both discretionary and non-discretionary investment management along with financial, tax, and business planning. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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