Ambrose Wealth Management is an independent financial services firm founded by Tom Ambrose, who has guided clients since 1978. Based in Chadds Ford, Pennsylvania, the firm serves retirees, executives, professionals, and business owners, helping them navigate financial decisions with patience and a long-term perspective. Its approach emphasizes independence, personalized attention, realistic expectations, and balancing financial goals with the life clients want to live.

The firm offers retirement and wealth planning, fee-based financial planning, investment advisory services, and strategies tailored to clients’ needs and objectives. It also works with investment and insurance products, including fixed insurance and annuity products where appropriate. Its planning process moves from understanding a client’s circumstances and gathering information to validating details, developing a financial plan, recommending and implementing strategies, and then monitoring and adjusting the plan over time.

Ambrose Wealth Management is a state-registered investment adviser in Pennsylvania and Delaware. The firm invites prospective clients to schedule a consultation to discuss their pre- and post-retirement planning needs.