Ambassador Wealth Management, LLC is a registered investment adviser founded in 2009 in Vancouver, Washington by Petr Burunov. The firm operates as a fiduciary, independent advisor not tied to a broker/dealer, and emphasizes putting clients first through relationship-based, objective financial guidance.
Services include financial planning, tax and estate planning, retirement planning, business consulting, and family concierge. The team speaks six languages and has experience at global firms such as Merrill Lynch, Morgan Stanley, AllianceBernstein, and Aberdeen Asset Management. The firm doubled in staff since 2016 and acquired Rodman & Associates, LLC to expand its tax capabilities.
Fiduciary duty - we act in your best interest first
Independent - not tied to a broker/dealer or larger entity
Relationship comes first - we treat you as family, not a number
Local ownership with global expertise - 'Act local, think global'
Total perspective - we look at your entire financial picture including outside investments, real estate, and debts
Six languages spoken by the team
Free educational guides and resources
Client-first approach with no product commissions
Services
Financial Planning
Making your money work for you through personalized investment strategies and goal-based planning.
What makes Ambassador Wealth Management different from other financial advisors? +
We are a fiduciary, independent advisor not tied to a broker/dealer. We do not sell products with fat commissions and act in your best interest with minimal conflicts of interest.
Who do you work with? +
We serve individuals and families preparing for or in retirement, working professionals and executives, and business owners of any size.
What is the Family Barometer? +
A proprietary tool that defines what you need to make in order to reach your goals and desired outcomes, measuring your dreams and risks.
Are you a fiduciary? +
Yes, we are a true fiduciary and put our clients' interests first. Fiduciary duty is more than an advertisement for us.
Where are you located and what areas do you serve? +
We are headquartered in Vancouver, WA and registered in Washington, Oregon, and California.
What is your investment approach? +
We develop unique, individual portfolios for each client, considering outside investments, real estate, and debts, and we look at your entire relationship to make prudent recommendations.
How do you get started with a new client? +
We first get to know you and what is most important to you, then gauge your Family Barometer Number, and finally strategize and allocate your money to our investment tactics.
What languages does the team speak? +
The team knows six languages and has translated a family history, enabling service to a diverse client base.
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