Our Philosophies

As we partner with our clients, we strive to become experts in management. In this process our team will be with you every step of the way as we devise the perfect plan that fits your financial needs, the needs of your loved ones, and weighing in the future of our economy.

Code of Ethics

In our profession, we are responsible and accountable to many, including individuals, the public, clients, colleagues, and our employers. Our code of ethics, established by the CFP Board, has the highest principles and standards at heart. Our team at Ambassador Wealth Management stands for:

  • Integrity: Provide professional services in an open and honoring manner.
  • Objectivity: Provide professional services with honesty and impartiality.
  • Competence: Maintain the knowledge and skill necessary to provide professional services with excellence.
  • Fairness: Be fair and reasonable in all professional relationships.
  • Confidentiality: Protect confidentiality of all client information.
  • Professionalism: Behave in a manner that demonstrates exemplary professional conduct.
  • Diligence: Provide professional services diligently, in a prompt and thorough manner.