Cliff Ambrose, the visionary behind Apex Wealth, serves as a wealth manager with an innate passion for steering individuals toward enriched financial independence. His journey began with a robust educational foundation in finance and economics, culminating in a degree that set the stage for his financial guidance career. With his start at Metlife, Cliff acquired valuable hands-on experience in the industry, complemented by securing his Series 6 and Series 63 licenses and, later, his Series 65 qualification.
Continually striving for professional growth, Cliff has attained certifications as a Federal Retirement Consultant FRC℠ and a Certified Annuity Specialist CAS®, reflecting his unwavering commitment to expanding his financial wisdom.
Cliff’s expertise is finely tuned to the needs of pre-retirees, retirees and entrepreneurs, offering comprehensive planning that integrates wealth management, estate strategizing, income structuring and meticulous portfolio development. His mission is singular: to empower members of his community to reach the apex of their wealth potential.
Beyond the financial realm, Cliff dedicates time to nurturing young talents as a football coach, indulges in his love for golf and commits to charitable endeavors aiding those on the path to recovery. Family plays a central role in his life; with his wife, Allison, and their three children, Brielle, Myles, and Vivian, he relishes the idyllic tranquility of the Caribbean Islands, often escaping to its radiant shores and embracing its hospitable culture.
Phone: (978) 491-0547 | Email: cliff@apex-wealth.net | Website: apex-wealth.net
Facebook: www.facebook.com/apexwealthllc | LinkedIn: www.linkedin.com/in/cliff-ambrose-531798105
