South Shore Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
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  • How we work

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

South Shore Wealth Management focuses on delivering a referable wealth management and financial planning experience to our clients, families and friends. We follow a process that starts with understanding our clients’ goals and continues with designing a financial plan that aims to fit each client’s unique needs.

We believe outstanding client service is at the core of what we do, and thus we follow a communication model that emphasizes information and coaching so our clients understand their options before making decisions.

Our experience in comprehensive financial planning and tailored advice focuses on:

· Retirement Income Strategies

· Investment Management

· Financial Planning

· Estate Planning Strategies

· Insurance Planning

· Multi-Generational Planning and Advice

· Navigating Healthcare Costs in Retirement

We strive to help all our clients feel greater confidence as they pursue their passions and author their financial future.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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Honored to receive recognition

All of us at South Shore Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire South Shore Wealth Management team and the great experience we work so hard to provide for our clients every day.