Working Together

First Meeting

The first meeting is simple. It's all about you.

You won't be asked to make any decisions.

You'll simply share your story, we'll share our process and what it's like to work with us including our fees.

Together we'll look to identify next steps.

What to Bring

    • Investment statements
    • Last year's tax return (if available)
    • An idea of your monthly expenses

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.