Ambassador Wealth Management has a focus on retirement, helping people who have saved a lot—or just a modest nest egg—achieve their desired lifestyle. We prioritize asset growth along with protection from market risk to help you retire & stay retired, then we go that extra step in conjunction with estate attorneys to help you implement wealth transfer plan to pass on a tax-advantaged legacy to the next generation. We provide concierge service, personalized to you and your unique situation and goals. Let’s talk about your retirement dreams!
Helping Bring
Retirement Dreams to Life
Ambassador Wealth Management In Palm Beach
Located in Palm Beach Gardens, Florida, Esa Jokela founded Ambassador Wealth Management in order to help people getting close to retirement protect their assets from market risk while providing growth opportunities to help get them through what could be 20 to 30 years spent in retirement. Many different risks are considered in our custom retirement plans—including sequence of returns risk, longevity risk, the risk of running out of money in retirement, the risk of needing long-term care, losing a spouse, excess taxation, high health care costs, and more.
Services at Ambassador Wealth Management
We offer a large range of services that can be scaled up or down to meet the needs of individuals, couples and families. Here are just some of the services we offer as part of your custom financial and retirement plan.
Retirement Planning
Whether you have attained a high net worth, or you have worked hard all your life to amass a modest nest egg, at Ambassador Wealth Management, we focus on growing and protecting your wealth in retirement.
Wealth Management
At Ambassador Wealth Management, you'll have access to hundreds of strategies and a wide variety of products that can provide you an edge in retirement. The best part is, we also focus on protection from market risk.
Annuities & Life Insurance
Life insurance and annuities offer important features as part of a holistic financial and retirement plan, and can protect spousal income, provide long-term care funds, and create a tax-advantaged legacy.
Estate Planning Strategies
If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities.
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Whether you have attained a high net worth, or you have worked hard all your life to amass a modest nest egg, at Ambassador Wealth Management, we focus on growing and protecting your wealth in retirement.
Our Founder & President
Esa Jokela
Originally from Finland, Esa Jokela, has over 30 years of experience in the financial services industry. Esa founded and is president of Ambassador Wealth Management, a full-service financial planning firm located in Palm Beach Gardens, Florida. Licensed in life insurance in Florida and Pennsylvania, Esa helps guide clients through all aspects of financial and retirement planning.
The “Power Hour” Radio Show with Esa Jokela
Join Esa Jokela every Saturday & Sunday from 7-8 AM ET on WOLL-FM 105.5 in Palm Beach for your weekly financial power hour. With over 30 years in the financial industry, Esa shares a wealth of knowledge on the airwaves, with a special emphasis on helping those in retirement protect their wealth no matter what stock markets are doing. Don’t miss the Ambassador Wealth Management Power Hour, where practical advice meets real-world impact!
Resource Library
Browse through the educational resources on our website to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you about your retirement dreams.
Estate Planning: Prepare for Your Family’s Future
Estate Planning: Prepare for Your Family’s Future
Estate Planning: Prepare for Your Family’s Future
Understanding Life Insurance: 7 Things You Should Know
Understanding Life Insurance: 7 Things You Should Know
Understanding Life Insurance: 7 Things You Should Know
How Much Do You Know About Retirement Accounts?
How Much Do You Know About Retirement Accounts?
How Much Do You Know About Retirement Accounts?
Contact Us
Consultations With Ambassador Wealth Management Are Complimentary. Let’s talk about your retirement dreams! Send us a message and we will schedule a time to talk.
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