Margaret Graff, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Margaret Graff

CFP®, ChFC®, CLU®, APMA, CAP®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
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.

Live your dream

As a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with thirty-one years of financial industry experience, I help my clients plan to achieve their objectives.

Our practice has three areas of focus.

    • Retirement planning. When you can retire with confidence, how much you can afford to spend, and how your legacy is evolving.
    • Wealth management. Helping you manage your portfolio in a manner appropriate to your needs, your tax situation, and your risk tolerance. Exploring opportunities to lower your taxes during your lifetime and for your heirs.
    • Philanthropy. How much you can afford to give during your lifetime and at your death. Developing tax-wise methods of giving. Helping you evaluate individual charities.

Certified Financial PlannerBoard of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Philanthropy

We can work together to define your legacy and philanthropic path.

Optimal techniques for charitable giving have evolved in recent years. We can explore tax-efficient methods of achieving your philanthropic objectives.

My videos

1 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.

Gauge your retirement readiness

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)