Ambassador Wealth Management

Financial Advisor Based in Orange County - Ambassador Wealth Management was founded by Peter O'Brien and Michael Nelson, CFP® practitioner. Combined, they have 49 years of experience in the Orange County, Southern California and Arizona regions.

What is Wealth Management?

Wealth management is more than just investment advice; it is a holistic approach to coordinating your financial affairs, inclusive of investment portfolio management, advanced planning techniques, and relationship management. We assist our clients’ in making smart decisions with their money; as financial advisors in Orange County, we oversee our client’s financial affairs through the growth, preservation, and transfer of their wealth in an efficient manner.

We look forward to working with you, your family, and for you to become a part of our family at Ambassador Wealth Management here in Orange County. Call today for a free consultation with our Financial Advisors to determine if Ambassador Wealth Management is the right place for you…our door is always open!