Ambrose Capital Management, LLC

Ambrose Capital Management, LLC Ambrose Capital Management ("ACM") is an advisory firm for dynamic, busy people who are looking for

Ambrose Capital Management ("ACM") is an advisory firm for dynamic, busy people who are looking for customized advice and guidance to achieve their goals in an increasingly complex financial world. Ambrose Capital Management is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA (www.finra.org), SIPC (www.sipc.org). Advisory services offered through Su

mmit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: Texas, Florida, Colorado, California, New York, North Carolina, Washington DC, Washington

06/01/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax cred...
05/31/2026

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax credit.

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/29/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
05/27/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Take steps to help optimize your financial future with three simple strategies for tax planning in retirement, like dete...
05/25/2026

Take steps to help optimize your financial future with three simple strategies for tax planning in retirement, like determining your drawdown strategy.

Careful planning and tax-efficient drawdown strategies can help you enjoy the lifestyle you've dreamed of in retirement.

Your credit score may impact what you pay for auto and home insurance.
05/24/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Does it make more sense to push back retirement, or not to retire at all?
05/22/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/20/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
05/18/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

05/17/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

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13155 Noel Road Suite 900
Dallas, TX
75240

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