Advisor profile


My approach

Matthew Tremaine - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Matthew Tremaine - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Intergenerational Planning
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CMFC® Chartered Mutual Fund Counselor℠
  • CLTC® Certified Long Term Care®

Interests

  • I met my wife Julie at Ameriprise in 2007. We have two amazing daughters - Evelyn Mary who turned 7 this summer and Ruby Eloise who turned 5 in the spring. The girls are best friends and keep us on our toes!
  • In my spare time, I tinker with photography. Our family enjoys hiking, biking, reading, travel, and exploring museums.
  • My goal: to leave people better than I found them.

Community participation

Our family is always looking for ways to teach our girls how to give back to our community.

Birthday's are a big deal at our house, so when we were introduced to Beverly's Birthdays, an organization that provides "birthday cheer for children experiencing homelessness and families-in-need," we hosted a toy drive to support their efforts.

Evelyn and Ruby love to shop for other children at Christmas time. This year, we're busy stuffing shoeboxes for Samaritan's Purse with Operation Christmas Child.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • FIVE STAR Wealth Manager, 2012-2020

Professional associations

  • Duquesne University - CFP®Advisory Board Member

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.