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.
Our Services
Services at Ambassador Wealth Management
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.
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!
