Ambrose Wealth Management

Overview

Ambrose Wealth Management is an independent, individually owned registered investment adviser serving individuals and families. The firm operates as a capital allocator with a clear tilt toward liquid public equities — exchange-traded stocks and ETFs are the primary building blocks of client portfolios. Advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers, while the firm also operates as an insurance broker. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Ambrose is not positioned as an active ESG investor and does not present as a multi-state advisory platform. The firm’s investment approach favors readily tradable instruments, enabling tactical rebalancing and tax management at the account level. Given the firm’s stated activities around selecting other advisers and using third-party alternative managers, Ambrose combines internally managed public market exposures with outside-managed alternative real estate allocations and insurance-based products to address client goals across income, growth, and liability-management needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices