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OUR MISSION. Our Services. Our Process. Our People.

Ambassador Wealth Advisors

A meaningful life isn’t measured in the salary you earn or the years you spend walking this earth. Instead, it’s calculated in simple moments that take your breath away and people whose lives you touch. Our vision for Ambassador Wealth Management is to equip you with qualified, experienced counsel that help you navigate life with purpose and make it easier for you to realize your best self. Our collective talents, our outstanding services, and our compelling mission speak to one goal: improving your financial health so you can find a true wealth that satisfies your heart in ways money cannot.

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IN EVERY AGE AND STAGE

Learn more about the men and women we are privileged to serve each day.

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OUR THREE ROLES

Our values are closely tied to our roles as advisor, ambassador, and advocate.

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A LETTER TO OUR CLIENTS

Read Petr’s heartfelt message about the lifelong impact of his childhood mentor.

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Helpful Content

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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