It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Bret Chernow, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Bret Chernow

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bret Chernow's website
Damian Chung, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Damian Chung

Financial Advisor

Investment Manager
Visit Damian Chung's website

Team

Julie I. Sheridan, CRPC<sup>®</sup>

Julie I. Sheridan, CRPC®

Operations Director,

Chartered Retirement Planning Counselor℠

Qualifications

  • Series 7 & 66 Licensed
  • Life, Health & Variable Annuity Licensed
  • B.A., City College of New York (C.U.N.Y)
  • M.S., Nova Southeastern University
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Jozelle Gomes

Jozelle Gomes

Client Service Associate