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

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

Wealth Ambassadors is a registered independent investment adviser that serves individuals, families, businesses and pension/profit‑sharing plans, offering ongoing portfolio management and project‑oriented financial planning. The firm provides both discretionary and non‑discretionary services and also delivers portfolio management advice for accounts it does not directly manage. The firm’s investment approach is grounded in modern portfolio theory, building globally diversified portfolios primarily through mutual funds and exchange‑traded funds while using fundamental security analysis and a range of implementation tools (long‑ and short‑term purchases, trading, margin and options). Clients’ risk profiles are documented and considered in portfolio design, and accounts are reviewed at least quarterly; clients may elect to retain decision approval or grant discretionary authority. What is notable about the firm compared with many solo independent advisers is its work with pension and profit‑sharing plans and provision of pension consulting, coupled with a relatively large share of assets managed on a non‑discretionary basis (roughly half of AUM). The firm’s principal is also licensed as an insurance agent and may receive customary commissions on insurance products (reported as representing roughly 10–15% of time/income), a disclosed potential conflict of interest.

To learn more about the advisors currently working at Wealth Ambassadors, 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.