Michael Schmitt, Financial Advisor serving the Newport Beach, CA area - Ameriprise Advisors

Michael Schmitt

Financial Advisor
Integrative Financial Management
A private wealth advisory practice of Ameriprise Financial Services, LLC

  • How I work

    I provide personalized advice based on what’s most important to you.
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  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • About Ameriprise

    For over 125 years, Ameriprise has been committed to putting clients’ needs first.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life. To get started, request a complimentary initial consultation.
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Ameriprise Financial is one of the Most Trusted Wealth Managers

Our clients and their goals are at the center of all we do. We are proud that Ameriprise Financial was named one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily.