Personalized financial advice. Outstanding client service.
Mark Walker
An Ameriprise Private Wealth Advisor
CFP®, ChFC® • Private Wealth Advisor • CERTIFIED FINANCIAL PLANNER™ practitioner
Walker and Associates •  A private wealth advisory practice of Ameriprise Financial Services, LLC
Receiving an Inheritance? Plan to ensure you make the right decisions.

Inheriting assets can be life changing, but it's essential to navigate this transition wisely. Key considerations include understanding potential tax implications, how it effects your overall tax situation, can impact your inheritance significantly. Additionally, think about how to best manage and invest these funds to align your long-term financial goals. Estate planning, asset diversification, and risk management are vital steps. Schedule a tailored conversation to explore your options.

Client Satisfaction
4.9 / 5 rating based on 33 reviews See disclosures
Background & qualification information is available at FINRA's BrokerCheck website | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Advice to help you achieve what’s most important to you

One to one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.