About Me

Amber Soden is a Financial Advisor and Portfolio Manager in the Omega Program based in the Chrysler East office in Midtown Manhattan, steps from Grand Central Station. She focuses on helping individuals and families navigate life’s most complex financial transitions through comprehensive wealth management, retirement planning, and tailored investment strategies.

With a career in the financial services industry since 2007, Amber brings deep expertise in personalized portfolio management, operational excellence, and branch leadership. Her experience spans top firms including Fidelity Investments, Charles Schwab, and Merrill Lynch, which sharpened her ability to deliver high-level service to discerning clients.

Amber is known for her success in guiding clients through significant milestones—such as retirement transitions, divorce financial planning, inheritance and estate planning, and business exits. Her approach simplifies complexity and delivers strategic, tax-efficient solutions for long-term financial success. As an Omega Portfolio Manager, Amber offers a fee-based schedule, providing clients transparency, flexibility, and advice aligned with their best interests.

A cornerstone of Amber’s approach is financial education and coaching. She helps ensure clients thoroughly understand their portfolios—what they own, why they own it, and how it fits into their broader plan. Her dedication extends beyond managing wealth; she helps clients organize their financial lives with a focus on multi-generational estate planning, legacy building, and goal-oriented investing.

Amber serves clients both in-person and virtually, focusing on professionals, entrepreneurs, and families who value customized portfolio construction, clarity in decision-making, and a long-term advisory relationship.

Outside of work, Amber enjoys scuba diving, traveling, and fishing at her remote off-grid cabin in Ontario. She also enjoys carpentry projects, cooking, and exploring the vibrant culture and energy of NYC.