A complete list of active advisors currently associated with Ambassador Wealth Management, LLC

Warmer can help you find a great advisor at Ambassador Wealth Management, LLC or one who fits your needs even better.

Ambassador Wealth Management provides discretionary investment management and separate financial planning and consulting to individuals (including high‑net‑worth clients), business entities and pension plans. Like many peers, it charges asset‑based advisory fees and offers portfolio construction, asset allocation, implementation and ongoing monitoring for managed accounts. The firm uses fundamental analysis to build portfolios that may include index and actively managed mutual funds and ETFs, public equities, corporate and municipal debt, and private placements, typically targeting long‑term asset mixes with periodic rebalancing and discretionary execution (it does not engage in frequent trading). It also offers standalone financial planning and may analyze illiquid or private securities and partnership interests, and it aggregates related household or family accounts when determining fee relationships. Distinctive features include a related tax preparation and bookkeeping business operated by the firm’s owner, which the firm may recommend and for which associated persons may receive compensation, a disclosed conflict of interest. The firm also reports no formal account minimum, does not accept proxy‑voting authority for client accounts, and manages roughly $90 million across a small advisory team, which may appeal to clients looking for a compact adviser that coordinates investment and tax‑related services.

To learn more about the advisors currently working at Ambassador Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.