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.

Live your dream

As a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner with twenty-nine 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. Finding 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.

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

2 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)