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Investment Dashboard 2018 (Part 1: Stocks vs. Bonds)
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2018-9 Tax Guide: Don’t Get Trumped by the Tax Reform
On December 22, 2017, the most sweeping tax legislation since the Tax Reform Act of 1986 was signed into law.…
HOW CAN YOU BENEFIT FROM US?
Why Should You Choose Us?
Because we put you FIRST.
We care about your success. We do not sell you products with fat commissions that might not help you. You benefit from solutions that we have thoroughly vetted and apply to your unique situation. Fiduciary duty is more than an advertisement. Being a true fiduciary is key to our relationship with you.
You are best served by an objective perspective free of biases. Minimal conflicts of interest act to your benefit. We are not tied to some larger entity that might have other interests besides yours in mind. We do not belong to a Broker/Dealer. We are not compelled to invest in someone’s product because we are told to do so. Independence strengthens our commitment to acting as a true fiduciary to you.
You are a family relationship, not a number. We also focus on clients like you whom we love to serve. And you can share with us about your joys and sorrows, your parents and grandchildren.
Local ownership (not answering to someone on Wall Street or in another state) benefits you. You can visit us and shake hands with the owner.
“Act local, think global.” You benefit most when we do both:
- “Act Local”: Our team of people has experience – and empathy for clients like you. Several of us grew up in the Pacific Northwest. Others of us are transplants. Some of us are married with children (and helping our parents who raised us). Others of us are widowed and mentoring grandchildren.
- “Think Global”: We have worked for global investment firms such as Merrill Lynch, Morgan Stanley, AllianceBernstein, and Aberdeen Asset Management. You benefit from our expertise in accessing a wider array of solutions in a global sandbox. (We also know 6 languages and translated a family history.)
We look at your entire relationship to manage your investments and make prudent recommendations. Your outside investments, real estate, and debts come into play. We also help you measure your dreams and risks to guide us through coming up with your unique Family Barometer.
You Deserve to understand what’s happening with your money.
Have you ever sat across the table from a financial advisor and could only understand every third word they were saying? And yet, they were talking about your money, your life, and your future.
At Ambassador Wealth Management, we believe it is our job to make sure you, as a client, understand everything that is happening with your money.
- WHAT ARE WE GOING TO DO WITH YOUR MONEY?
First, we are going to get to know you and what’s most important to you. We believe that understanding your unique story lays the groundwork for a strong and successful partnership. We will then transition into gauging your Family Barometer Number. This number defines what you need to make in order to reach your goals and desired outcomes. After this process, we will strategize and allocate your money to our various investment tactics in order to help you pursue your goals.
- HOW CAN WE HANDLE THE COMPLEXITIES OF YOUR SITUATION?
Not only do we work with a wide variety of clients, we develop unique and individual portfolios for each of our clients. We understand that every family has a different situation, specialized goals, and deserves a tailored portfolio. Our clients range from high net worth investors to young families who are just starting out. We have helped each of our clients navigate their own complex financial needs and guided them through life’s many un-expectancies.
- HOW CAN WE MAKE YOUR LIFE EASIER?
As your trusted advisor, our focus is adding convenience and simplicity to your life. We want to make sure you are educated and have the proper resources to understand your investments and how we manage your money.
Whether you are investing hundreds or millions, at Ambassador Wealth Management, our focus is far more than just results. Our goal is to help you navigate the life you want to live with purpose. If you’re tired of mysterious investors and want to understand the process we go through to invest your money, schedule an appointment today.
Understanding your unique story lays the groundwork for a strong partnership.
We collaborate with you in creating and implementing a personalized plan. We adjust as your circumstances change.
Life is complicated. Let’s help you simplify.
Please provide your name and email and we will have someone contact you.