Ambrosi Donahue Congdon

PERSONAL FINANCIAL SERVICES

…Helping our clients build a secure financial future.

Comprehensive financial planning is one of the most important services we provide to our individual clients. At Ambrosi Donahue Congdon, we take pride in our ability to help each client create and implement an effective, customized financial plan.

Tax Planning

Corporate Financial Services

Business Accounting

Personal Financial Services

Management Consulting

Turnaround and Restructuring Solutions

Your plan will integrate and consolidate all elements of your financial picture, including asset allocation and investment strategies, tax strategies, cash flow management, estate planning, and retirement planning.

Similar to a business plan, a personal financial plan helps an individual set financial goals, determine resources, and implement a comprehensive strategy to maximize personal wealth. Ambrosi Donahue Congdon has been helping individuals manage their personal wealth for almost 30 years. Our experienced advisors have the hands-on experience to help you design and implement strategies that maximize after-tax wealth while minimizing complexity.

Our advisors assume the role of your personal chief financial officer, and provide oversight of your financial affairs. Together, we identify your goals, gather information, hold working conferences, and prepare a concise written course of action that optimizes the accumulation, conservation and distribution of wealth.

What’s more, we thoroughly consider the financial and accounting implications of the tax advice we offer. Because we are constantly keeping abreast of current changes and updates to the tax laws, we’ll advise you how these modifications may affect your financial plan.