At MariPau Wealth Management, we believe that great partnerships lead to exceptional client experiences. We’re a registered investment advisor (RIA) that partners with independent investment advisor representatives (IARs) across the country, providing them with the support, resources, and freedom they need to thrive.
Cliff Ambrose, the visionary behind Apex Wealth, serves as a wealth manager with an innate passion for steering individuals towards enriched financial independence. His journey began with a robust educational foundation in finance and economics, culminating in a degree that set the stage for his financial guidance career. With his start at Metlife, Cliff acquired valuable hands-on experience in the industry, complemented by securing his Series 6 and Series 63 licenses, and later, his Series 65 qualification.
Continually striving for professional growth, Cliff has attained certifications as a Federal Retirement Consultant FRC℠, Certified Tax specialist CTS™, and a Certified Annuity Specialist CAS®, reflecting his unwavering commitment to expanding his financial wisdom.
Cliff’s expertise is finely tuned to the needs of pre-retirees, retirees, and entrepreneurs, offering comprehensive planning that integrates wealth management, estate strategizing, income structuring, and meticulous portfolio development. His mission is singular: to empower members of his community to reach the apex of their wealth potential.
Beyond the financial realm, Cliff dedicates time to nurturing young talents as a football coach, indulges in his love for golf, and commits to charitable endeavors aiding those on the path to recovery. Family plays a central role in his life; with his wife, Allison, and their three children, Brielle, Myles, and Vivian, he relishes the idyllic tranquility of the Caribbean Islands, often escaping to its radiant shores and embracing its hospitable culture.
Education and Previous Work Experience:
Worked as Independent Financial Planner from 2008-Present “Apex Wealth”
Recruiting Director National Life Group 2019-2022
Owner of “Partners Career Solutions”- Expert Recruiting/Consulting Firm 2016-2019 Worked as Financial Planner from 2004-2008 with MetLife and New England Financial
Designations, Registrations, and Licenses:
Kiplinger Magazine – Published Author
Federal Retirement Consultant (FRC)
Certified Tax specialist (CTS™)
Certified Annuity Specialist (CAS®)
Life and Fixed Annuity License
Investment Advisor Representative (IAR)
Series 65 License
Annuity.org Expert Contributor
Published Author, “Descending the Retirement Mountain”
Jim has written six books to help those approaching retirement become informed and get the relevant facts and math on the table when making major financial decisions. He is an Investment Adviser Representative of MariPau Wealth Management, LLC, a SEC Registered Investment Adviser. Jim is also a licensed insurance agent.
Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and others. Jim also teaches a 6-hour financial education course, ‘Retiring Well in the 21st Century’ at multiple college campuses in the area. Jim is a U.S. Army veteran, has a private pilot license, volunteers, loves to travel, read, golf, and most things outdoors.
Harry J. Abrahamsen is a leading financial strategist in personal financial economics focused on personalized financial strategies. He understands the necessity of a macro financial strategy that provides and protects wealth, and he lends his expertise in his advisement and his authorship. After the events of September 11, 2001, Harry realized how important it is to properly protect against unexpected life experiences and pursue his own destiny and today is dedicated to helping his clients do the same.
Harry pulls from his own experiences and stories to help his clients navigate through financial challenges they may face and focuses on personal relationships in the foundation of his practice.
Danny has dedicated his career to helping those in or near retirement protect their retirement portfolio. He believes in keeping it simple while earning a reasonable rate of return.
I love my work, but I’m driven by my passion projects. It’s important to me to help others in a way that creates a legacy—a way for me to make a lasting difference long after I’m gone. I believe it comes from being engaged and entrenched in my community, doing hands-on work. It’s about providing the kind of resources that don’t come from just writing a check.
A legacy of financial security and compassion
At Melton & Company, we believe in the power of financial security to transform lives. Our founder, Jon Melton, embodies this belief through his personal journey and professional dedication.
Early in his career, Jonathan saw how his late father-in-law’s retirement plan provided his family an exceptional quality of life. But more than that, it created a legacy. His father-in-law’s planning triggered a ripple effect that elevated his whole family’s ability to invest in education, lifestyle, and business ventures—creating more avenues for advancement for generations to come.
From Childhood Lessons to Lifelong Mission
Jon‘s early experiences with financial insecurity instilled in him a profound understanding of its impact. He vividly recalls moments like the time his mother struggled to afford a He-Man lunchbox for him, a stark reminder of their financial limitations. These experiences fueled Jon‘s passion for helping others achieve financial stability.
In 1998, Jon married Melissa, and together they decided to start their own practice. They wanted to make a difference not only in their own lives but also in the lives of other families. As their practice grew, so did their commitment to providing personalized financial advice that truly meets the needs of their clients.
A Commitment to Caring and Honesty
At Melton & Company, Jon‘s approach is rooted in genuine care and honesty. He is not driven by money but by the desire to help others. Whether a client decides to stay with Melton & Company or finds help elsewhere, Jon ensures they leave with the knowledge they need to make informed decisions.
Building Confident Futures
Our goal at Melton & Company is to build confident, written plans for our clients. When we work with clients we seek to build them a plan that is aimed at weathering the storms of life’s uncertainties. Jon‘s personal journey has made him a compassionate and insightful advisor, committed to helping others achieve the financial security they deserve.
Join us on your financial Journey
Jon Melton‘s story is a testament to the power of resilience, faith, and the right financial planning. At Melton & Company, we are here to guide you on your journey to financial stability and success. Let us help you build a secure and confident future, just as we have done for countless others.
