Broker Check


How We Work

At Ambassador Wealth Management, we believe that affluent investors need a team of wise counselors based on character, competence, and chemistry. Our team approach extends beyond our firm, often utilizing other specialists across a broad range of legal and financial services. We believe that providing excellent service and earning our clients’ trust is the foundation of cultivating long-lasting relationships. That’s why our client experience is defined by meaningful connections and customization to help clients reach their financial goals and objectives. Our ultimate desire is to walk with each client at his or her own pace.


Fee-Based Portfolio Management

Fee-Based Financial Planning

Tax Reduction Strategies

Retirement Strategies

Estate Planning

College Funding

ETFs and UITs

Mutual Funds



Life Insurance

Disability Insurance

Long-Term Care Insurance


Simple IRAs, SEPs, KEOGHs & 401(k)s

Profit Sharing

Defined Benefit Plans

Deferred Compensation

Alternative Retirement Strategies

Executive Compensation Programs

Executive Bonus Arrangements

Key Employee Insurance

Buy/Sell Agreement Funding

Succession Planning Solutions

Exit Planning Strategies

Financial Education Seminars

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  630-219-2210