Updated November 20, 2023
Avatar

Ambassador Wealth Management, LLC

Investment Advisor Firm
Total assets under management$58M
Years in business15+

About Ambassador Wealth Management, LLC

Ambassador Wealth Management, LLC is a financial planning company in Vancouver, Washington. Founded in 2009 by Petr Burunov, a finance industry veteran with over two decades of experience, the firm specializes in providing full-service portfolio management and comprehensive financial planning services.

Ambassador Wealth Management offers a range of services to help individuals achieve their financial goals. These services include estate, retirement, insurance, and income tax planning. The firm is dedicated to developing strong and lasting relationships with its clients, aiming to assist them in reaching their desired financial outcomes.

The team at Ambassador Wealth Management consists of experienced professionals who share the same values as the company. They are not only skilled in their respective fields but also passionate about helping clients navigate their lives with purpose. The firm has grown significantly since its inception, doubling its staff in 2016 to serve its expanding client base better.

The overarching vision of Ambassador Wealth Management is to provide clients with qualified and experienced counsel to guide them toward financial success. The company's mission goes beyond just building wealth; it aims to empower individuals to live meaningful lives filled with moments that take their breath away. With expertise in portfolio management and various areas of financial planning, the firm is committed to forming deep relationships with clients and helping them achieve true wealth beyond mere monetary gains.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Estate Planning
  2. Retirement Planning
  3. Insurance Planning
  4. Tax Planning

More about Ambassador Wealth Management, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1670642

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Ambassador Wealth Management, LLC.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Ambassador Wealth Management, LLC.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ