Cliff Ambrose

Call Directions Website Contact the business

Cliff Ambrose Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Cliff Ambrose, Financial service, 5 Cherry Hill Drive Ste 300, Danvers, MA.

Cliff Ambrose, CAS¼ CTS, FRC℠,

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.

10/16/2026

What started as a necessity became one of the biggest advantages of how we serve our clients today.

Apex Wealth was built during COVID, which meant learning from day one how to create a strong client experience virtually. And we quickly realized how much our clients valued the convenience.

No sitting in traffic. No waiting rooms. No rearranging your entire day just to have an important financial conversation.

Today, that approach has allowed Apex Wealth to grow to more than 250 clients across 35 states, while still keeping the experience personal and accessible.

Wherever you are, your financial plan shouldn’t feel far away.

VirtualFinancialAdvisor FinancialFuture

10/15/2026

Are your investments actually working efficiently for you when it comes to taxes? 👀

Building wealth isn’t only about how much you invest. It’s also about understanding where your money is invested, how those accounts are taxed, and what the rules are when it’s time to access your money.

From maximizing opportunities like a Roth 401(k) to understanding contribution and withdrawal rules, tax strategy can play an important role in your overall financial plan.
That’s also why having both a financial advisor and a CPA in your corner can be so valuable.

When your investment strategy and tax strategy work together, you can make more informed decisions today while planning for the retirement you want tomorrow.

10/14/2026

Your circle can change your entire trajectory.

The people you surround yourself with can challenge you to think bigger, introduce you to opportunities you never knew existed, and push you toward the next version of yourself.

Sometimes a breakthrough starts with one conversation. One introduction. One person who sees an opportunity you couldn’t see yet.

That’s why you keep showing up. You never know which connection could change everything. đŸ”„

10/13/2026

A financial plan is only the beginning. Making it happen takes someone behind the scenes keeping every detail moving. 👏

Meet Audrey, your point person once you and your advisor have created your financial plan.

From paperwork and opening accounts to transferring funds and coordinating with custodians and insurance companies, Audrey helps manage the logistics and keeps you updated along the way.

No sitting on hold. No wondering what happens next. Audrey handles the moving pieces so you can stay focused on the bigger financial decisions.

It’s just one more way the team at Apex Wealth works to make the process feel simpler from start to finish.

10/12/2026

Trump wants lower interest rates. His Fed chair just voted to raise them. 👀

The tension between President Trump and Fed Chair Kevin Warsh is putting interest rates back in the spotlight, but the bigger takeaway for investors is what happens next.

The Fed’s decisions are driven heavily by inflation and economic data, not simply political pressure. And if rates stay higher, or move even higher, waiting around for the “perfect” rate environment may not be much of a strategy.

Whether you’re thinking about real estate, long-term investing, or retirement, the goal should be to build a financial plan that can work in today’s environment, not one that depends on rates eventually falling.
Markets change. Rates change.

Your plan should be built to handle both.

10/09/2026

What’s the point of building your dream retirement if you’re not healthy enough to enjoy it?

Retirement planning is often centered around one thing: having a big enough bucket of money. But your finances are only one piece of the picture.

Having the freedom to travel, spend time with family, enjoy your hobbies, and actually live the retirement you worked decades for also depends on your health.

Financial wellness + physical wellness can be a powerful combination when preparing for your next chapter.

Because the goal isn’t just to retire. It’s to enjoy it.

What does your dream retirement look like? 👇

Comment down below!

10/08/2026

The “exciting” investment isn’t always the smart one. 👀📈

Individual stock trading. Prediction markets. Meme coins. Emotional investing. Putting money into something with no meaningful track record.

These are 5 areas we’d be VERY cautious about in 2026.

At Apex Wealth, the focus is less on chasing the next big thing and more on building a disciplined, diversified strategy using tools like index funds, ETFs, mutual funds, and consistent investing over time.

And prediction markets? There’s an important difference between investing and wagering on an outcome.

Watch until the end for our rule when it comes to crypto. 👀

10/05/2026

Sometimes the most meaningful part of financial services has nothing to do with the numbers.

For our team at Apex Wealth, it’s about helping make something that can feel stressful and complicated feel a little more manageable.

Life transitions come with enough uncertainty. Having someone there to bring clarity, simplify the process, and make even one part of your day easier can make all the difference.

Those small interactions with our clients are what give this work meaning every single day. đŸ€

10/02/2026

Flew to Atlanta this week to film our new Educational Retirement Series.

Real studio, real crew, real conversations about the stuff you actually need to know before you retire.

Episode 1 tackles the topic everyone has an opinion on: annuities, without the sales pitch.
No jargon. No pressure. Education first, always.

Follow so you don’t miss it when it drops.
fiduciary ApexWealth

10/01/2026

Everyone wants the outcome. Few people see the ordinary days it took to get there. 👏

The early mornings. The long hours. The repetition. The days when nothing feels exciting, but you show up anyway.

Success isn’t built in one big moment. It’s built through consistency when no one is watching.

Keep showing up. The ordinary days are the ones that count. đŸ’Ș




Address

5 Cherry Hill Drive Ste 300
Danvers, MA

Telephone

+19784910547

Website

, , , , h

Alerts

Be the first to know and let us send you an email when Cliff Ambrose posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Cliff Ambrose:

Shortcuts

Share

Category