Michael Cooper, Private Wealth Advisor serving the New York, NY area - Ameriprise Advisors

Michael Cooper


Private Wealth Advisor
Certified Public Accountant
A private wealth advisory practice of Ameriprise Financial Services, LLC
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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

My qualifications include a CPA license, Personal Financial Specialist™ , and CERTIFIED FINANCIAL PLANNER™ practitioner designations. I believe this extensive background, combined with 26 years financial services industry experience can help create the foundation to review the complex tax and financial situations that my clients are faced with.

The people we work with come from many different industries and cultures. The majority are divorced or widowed women, retired individuals, and small business owners. In our practice, we find that our clients have unique stories and we truly seek to understand what matters most to them. We have an experienced team serving a limited number of families so that we can provide a great client experience and the attention you deserve. We explain our fee structure and the services we offer so that you can have confidence that you’re receiving the value you deserve.

Part of our story that we tell clients is that retirement planning should start with tax planning strategies, so we look to make tax planning the foundation. We build customized retirement plans that can reduce tax bills in retirement and help our clients keep more money in their pockets.

Please reach out to us for a discovery meeting.

Media Source

As a former board member of the Financial Planning Association (FPA) of New York City, I have had several featured articles published in the national publication, “On Wall Street” and a current contributing writer for the Financial Planning Association that is a media source for several national news outlets including the Wall Street Journal, CNBC and others.

My videos

9 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

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Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)