Working Together

Meeting with an Ameriprise financial advisor is an opportunity to examine your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential strategies. While you won't receive a comprehensive review or financial planning services, you should expect to get a good sense of what it might be like to work together. We’ll use the ongoing Seasons of Advice® model that features four pre-scheduled Seasonal Planning® meetings that help keep you on track.

What to bring

Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention.

A list of dreams and financial goals you would like to achieve and time frame.

If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives.

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.