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An Ameriprise Private Wealth Advisory Practice

 
 
Sam Rinehart Ameriprise Financial Advisor

Sam Rinehart

CFP®, CLU®

Senior Financial Advisor

 

 
 
Print Summary

RINEHART & DAYHOFF

A financial advisory practice of Ameriprise Financial Services, Inc.


Office Location

3131 Newmark Dr
Ste 247
Miamisburg, OH 45342-5400
Map (937) 433-0233


Professional Associations

  • The Financial Planning Association
  • Society of Financial Services Professionals

License Information

I am licensed and registered to conduct business in OH.

Based on licenses and registrations I hold, I may also conduct business in VA, NM, CT, MA, MD, NC, MI, IL, PA, TN, AL, SC, WI, GA, TX, FL, CA, NJ, ME, KY, IN.

CA Insurance #0E33992

My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business

Community Participation

  • Chairman Board of Trustees ARC of Ohio

Market Watch

Market News
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • 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.