Stephen H. Ambrose III

Meet Stephen.

Stephen H. Ambrose III, known as Trey, works with individuals and families on comprehensive financial planning. His work considers retirement income, taxes, wealth transfer, philanthropy, and everyday financial priorities such as insurance and education. He joined Savant as an intern and brings earlier experience from launching a local produce business.

Before your first conversation.

Areas of focus

Comprehensive financial planning · Retirement planning · Tax planning · Philanthropic planning

Credentials recorded in sources

CFP

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Savant Wealth Management offers investment management and financial planning alongside tax, trust, and family office services. Its advisors help clients coordinate retirement, wealth transfer, philanthropy, and other financial priorities.

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