visit:

Our Advisors. Your Dreams. MORE WITHIN REACH®

 
 
Matthew Aurenz Ameriprise Financial Advisor

Matthew Aurenz

ChFC®

Financial Advisor

with the practice of Erik Brenner

 

Request Contact

Map & Directions

Refer Me

574.247.7777

matthew.d.aurenz@ampf.com

 
 
Print Summary

Share This Advisor

HILLTOP WEALTH SOLUTIONS

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Office Location

3340 Hickory Rd
Mishawaka, IN 46545-8803
Map Phone: 574.247.7777 Fax: 574.247.1710

Professional Associations

  • Chamber of Commerce
  • SHRM's
  • Business Networking International

My Approach

Our team takes a unique and collaborative approach to the financial planning process called Dream > Plan > Track >®. It all starts with your dreams; along with a strategic plan that covers your needs in the context of your entire financial picture. Once BRENNER AND ASSOCIATES establishes a firm direction, we work with our clients to provide solutions and help them take action. Together, we review and track progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time. Because we work as a team, our practice enjoys depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team's particular focus in retirement planning is supported by professionals with backgrounds in many fields, so you’ll have confidence in the guidance you receive and the strategy you develop with your advisor.

Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Interests

  • I run with a local running club and race competitively.
  • I am the worship director at my church.
  • I play on a summer and fall softball league.
  • I volunteer a couple times each month to local charities.

Community Participation

  • Junior Achievement - Facilitator
  • Adoption Advocate - Speaker to potential adoptive parents
  • Hope Ministries - Volunteer

Market Watch

Market News

License Information

I am licensed and registered to conduct business in IN.
Based on licenses and registrations I hold, I may also conduct business in IL, MI.
  • 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.
  • 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.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.