Cliff Ambrose CTS, CAS

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Cliff Ambrose CTS, CAS Author, Wealth Manager, Media Personality,

Cliff Ambrose is the Founder of Apex Wealth, a retirement income planning firm dedicated to helping retirees and pre-retirees navigate the transition from wealth accumulation to income distribution.

09/24/2026

When you tell someone you work in financial services and suddenly they think you have the answer to every money question they’ve ever had 😂💸

“So while I have you… what should I do with my 401(k)?” 😭

It comes with the territory at Apex Wealth. 😂

09/15/2026

Everyone sees the success. 💸
Very few see what it took to get there.

The early mornings. The late nights. The risks. The setbacks. The days you kept showing up when no one was watching.

People call it “luck” when the opportunity finally hits, but luck has a much better chance of finding you when you’re already in motion.

Success isn’t built in one big moment. It’s built through consistency, discipline, and doing the work over and over again.

Keep moving. Keep building. Let them call it luck. 👏

08/21/2026

Behind the scenes at Apex Wealth. 📈🤝

The meetings you don’t always see are just as important as the conversations we have with our clients.

Our team is constantly coming together to learn, collaborate, challenge ideas, and find ways to get better! Because growth should never stop.

As the financial world evolves, so do we. We’re committed to continuing our education, strengthening our strategies, and growing together as a team so we can continue showing up at our best for the people who trust us with their financial futures.

A team that grows together, serves better together.

08/20/2026

Explaining our job to a 5 year old 😅🤣

08/19/2026

Meet Doug 👋🏼

Wealth Manager at Apex Wealth and proud Saint Anselm College graduate.

For Doug, one of the most rewarding parts of his career is helping retirees replace financial uncertainty with clarity and confidence.

Retirement comes with a lot of big decisions and having a plan you understand can make all the difference.

Helping clients feel at ease knowing there’s a strategy behind their future? That’s what makes this work meaningful.

Meet the Apex Team! 🔥🙌We are so lucky to have such a stacked, dedicated team representing Apex Wealth!
08/18/2026

Meet the Apex Team! 🔥🙌

We are so lucky to have such a stacked, dedicated team representing Apex Wealth!

08/17/2026

Another record high this week, the market’s 27th of the year, closing above 7,800 for the first time. Feels like winning, right?

But inflation’s still ~3.4%, prices are up about 27% in five years, and next year’s estimated Social Security raise (~3.5%) barely beats it. That’s not a raise, that’s treading water.

The takeaway? In retirement, your income has to grow faster than the cost of living, not just keep pace.

We’re here to help.

Address

5 Cherry Hill Drive Ste 300
Danvers, MA
01923

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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