What We Do
As a Team, We Rely On the Strength of Community
At Apex Wealth®, we believe in taking collaborative action to help you achieve your goals and attain financial wellness. We embrace a team mentality among our internal team members, with our clients, and with our strategic alliances. We’ve always felt that genuine connections based on integrity are key to making progress personally, professionally and as a society. Our mission as a firm is to make a lasting difference in your life through such relationships.
Cliff Ambrose, CTS™, CAS®
Owner, Wealth Manager
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 & Professional Experience
Education
Saint Anselm College— Finance & Economics, 2001–2004
Professional Experience
- Owner, Apex Wealth— 2019–Present
Independent financial planning and retirement income strategies. - Regional Manager, National Life Group— 2019–2022
Leadership/recruiting, advisor development, and practice growth. - Owner/Operator, Partners Career Solutions— 2015–2018
Recruiting and consulting for financial services and related roles. - Independent Financial Planner— 2009–2014
Fee-based planning, annuities, tax-aware distribution strategies. - Financial Planner, MetLife / New England Financial— 2004–2008
Comprehensive planning, insurance, and investment solutions.
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"
Michael Hills III, CFS®, CISTM
Wealth Manager
Michael Hills grew up near Bristol, Connecticut, where he witnessed the impact of financial literacy and wealth management on the quality of life in his community. His experiences inspired him to pursue a career that would allow him to build meaningful relationships with the people he served. As a result, he enrolled in Gordon College as a business major. During his studies, he discovered his talent for numbers, financial planning, and connecting with clients, which led him to pursue a double major in business and finance.
After graduating, Michael joined Apex Wealth as an intern and began his training to become a financial advisor. He swiftly obtained his series-65 license, Certified Funds Specialist (CFS®) designation, Certified Income Specialist (CIS™) designation, life insurance license, and became a permanent member of the Apex Wealth team. Michael now serves as a trusted source of clarity for clients navigating the complexities of finance and retirement.
Outside of work, Michael is passionate about golfing and was previously the captain of his college team. He spends his free time exploring different golf courses across the United States and enjoying moments by the water with his wife, Haley.
Audrey Doyle
Client Relationship Manager
Audrey plays a central role in the client experience and day-to-day operations at Apex Wealth. Since beginning her career in financial services in 2019, she has built extensive experience in client relationship management, account operations, annuity and investment servicing, compliance, and the coordination required to move complex client cases from planning through implementation.
As Client Relationship Manager, Audrey oversees the client onboarding and implementation process, coordinating account openings, transfers, annuity applications, investment account servicing, distributions, and ongoing client requests. She works closely with Apex Wealth’s advisors, clients, custodians, insurance carriers, and other partners to keep each case organized, moving forward, and communicated clearly from start to finish.
Beyond client service, Audrey plays an important role in the firm’s operations. She develops and refines internal processes, coordinates workflows across the team, supports compliance responsibilities, and helps create the systems that allow Apex Wealth to deliver a consistent, high-touch experience as the firm grows. Known for her attention to detail and hands-on approach, Audrey takes pride in anticipating what needs to happen next, solving problems behind the scenes, and making complex financial processes feel simple and approachable for clients.
Outside of the office, Audrey enjoys spending time with her family, traveling, skiing, and taking long walks with her German Shepherd, Bane.
Jason Kleiner
Financial Consultant
Jason Kleiner resides in Orlando Florida with his wife of 17+ years and their 3 beautiful children. He has spent the last 20 years as a serial entrepreneur, creating and running multiple companies in various business areas including but not limited to tech startups, online retail as well as brick and mortar retail. In that time he has employed multiple individuals that were High School students all the way up to those that may be toward the end of their career and looking forward to their eventual retirement. It is this history that gives Jason a unique understanding of where each person is at the stage of life that they are currently in. A helper by nature, Jason takes the responsibility that comes with the business seriously and his goal is to always act in the clients best interest to make sure that the benefits they are looking for are realized.
Outside of work, for more than a decade, Jason has volunteered with Lake Nona Youth Sports (LNYS), which is the oldest Non-Profit Youth Sports Organization in his hometown of Lake Nona Florida (Southeast of Orlando International Airport) and currently serves as President. LNYS has served thousands of local families in the past 14 years and under his management has created the largest Co-Ed Flag Football League in Central Florida. It is his overall goal to give back to the local community and youth sports and more specifically Lake Nona Youth Sports has been such a huge part of his own kids lives that it was a natural fit for him. When not working with clients, you can be sure he is doing something to help shape the lives of local youth athletes in football, cheer, flag football, wrestling and lacrosse.
Doug Wisentaner, CAS®, CF2®
Wealth Manager
Jacob Stewart
Wealth Associate
Jacob grew up in Laurel, Montana, where he saw firsthand the foundational role that financial stability can play in building a secure and fulfilling life. This early perspective inspired a deep interest in personal finance and a desire to help individuals navigate the path toward and through retirement. Driven by these goals, he moved to Boston in 2018 to attend Boston College, where he earned his undergraduate degree in International Studies and recently completed his MBA.
At Apex Wealth, Jacob plays an essential role in supporting clients and advisors through every phase of the planning and service lifecycle. His responsibilities include preparing for client meetings and designing comprehensive financial planning analyses, proposals, and product illustrations. He also guides new account onboarding, asset transfers, and complex annuity and insurance applications through to final funding. In addition to delivering high-touch day-to-day service, he ensures every client feels supported, confident, and well-prepared for the future.
Outside of the office, Jacob enjoys catching Red Sox games with friends, traveling to new places around the world, and spending quality time with his fiancée.
