Estate Planning

By: Ambassador Wealth Management, LLC  07/03/2014
Keywords: Estate Planning, Wealth Preservation, Wealth Planning

Estate Planning – Critical for the protection of your assets, we will work closely with outside professionals to make sure that our investment recommendations and strategies are consistent with your estate plans and goals. • High Net Worth individuals and families • Business ownership succession planning • Charitable remainder trusts • Insurance needs analysis

Keywords: CFP®, Divorce Planning, Estate Planning, Family Wealth Planning, Trust Planning, Wealth Planning, Wealth Preservation

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Other products and services from Ambassador Wealth Management, LLC


Risk Management

Risk management is a big part of your overall financial plan. We'll help to make sure you're properly transferring and/or avoiding the major risk exposures that pertain to you.


Retirement Planning

We're here to help you make the right decisions to meet your retirement goals and prepare for what retirement will look like for you personally.



We are a holistic financial advisory firm operating independently; therefore, we are not incentivized to offer one strategy versus another. As an independent office, we offer a wide array of products and services to meet our client's needs.


Financial Planning

A financial plan is the roadmap for each client's financial success, we offer a free consultation to determine if we're the right fit for you and your needs.

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Wealth Management

What We Do as Financial Advisors: 1. Set investment performance objectives and meet to discuss progress 2. Implement strategies to protect investments from downside risk 3. Disclose fees in an open conversation 4. Create a financial plan and keep it current 5. Keep current with technology for access and reporting 6. Coordinate and organize financial documents 7. Provide insurance solutions when applicable