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An Ameriprise Private Wealth Advisory Practice

Lee Hart

ChFC^®

Private Wealth Advisor

248.244.9160

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HART & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

Chartered Financial Consultant

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Office Location

900 Wilshire Dr
Ste 255
Troy, MI 48084-1637
Map Phone: 248.244.9160

Awards & Recognition

FIVE STAR Wealth Manager¹, 2010 & 2012

Professional Associations

My Approach

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ^® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

Areas of Focus

Domestic Partner Planning
Estate Planning Strategies
Retirement Planning Strategies
Saving for Education

Interests

I particularly enjoy travel, especially to Italy and France.
I also enjoy gardening, fine food & wine, and working out.
I am involved with several local charities & organizations.
Recently, I held a DSO musical feast in my garden.

Community Participation

Detroit Institute of Arts: Associate Member; Detroit Symphony Orchestra: New Leader; Affirmations: Center Partner (Champion); Detroit Zoological Society: Supporter; The Henry Ford: Friend; Children's Leukemia Foundation of Michigan: Board Member; @Home Magazine: featured article

2010 Five Star Wealth Manager (featured in Hour Detroit Magazine)

Detroit Symphony Orchestra New Leaders

Affirmations Center Partners

Children's Leukemia Foundation of Michigan

Michigan Design Center- @Home Magazine

Market Watch

Recommended Articles

Estimating your retirement income needs

Taxation of investments

Tax planning for income

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License Information

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct business in IL, WI, MO, NC, AZ, TX, FL, TN, CA, HI.

CA Insurance #0E38186

The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
¹The FIVE STAR Wealth Manager Program ("Program") research was conducted, survey dates and details at: www.fivestarprofessional.com/wm2012researchdates.htm. All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients' assets. Five Star Professional manages the Program but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
¹As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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