An Ameriprise Private Wealth Advisor
Named to Forbes Best-In-State Wealth Advisors, 2022
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I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.
Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.
Patrick McAleer
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With both stocks and bond prices down this year, investors may wonder whether a diversified portfolio can still hold up. Chief Market Strategist Anthony Saglimbene addresses this question in a challenging investing environment. (4:07)
Ameriprise Financial experts look back at the first half of the year, discuss the outlook for the remainder of the year and share equity, fixed income and asset allocation strategies for investors to consider. (11:24)
People buy insurance at various stages of life. Find out why it may be optimal to buy it when you’re young. (2:48)
What do we think it takes to be the #1 Most Trusted Wealth Manager? Taking the time to understand what’s important to you. Our advisors put your needs first and provide personalized financial advice to help you reach your goals. (0:15)
Recent stock market swings, record-high inflation and recession speculation are, understandably, causing concern for investors. Ameriprise Financial experts weigh in on what’s fueling these developments and what may lie ahead. (11:20)
Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)
Every client deserves to feel like their financial advisor is focused on them and them alone. Our advisors put your needs first and provide customized advice to help you reach your goals. That’s why 97% of our clients say their advisor cares. (0:15)
When the unexpected happens, most people want to know “Will my family be ok?” Watch this stirring and provocative video that helps explain the power of being well protected. (12:48)
This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)
Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)
How will the ups and downs of the market affect your retirement portfolio? Watch this video to see how the RiverSource Structured SolutionsSM annuity help give you the confidence to stay invested. (1:35)
No matter what your financial goals are, personalized advice can help you reach them. Our advisors know the markets, but more importantly, they know you. Our advice is customized to help you build your financial confidence along with your portfolio. (0:30)
Strategic conversion of assets from a workplace retirement plan or traditional IRA to a Roth IRA can help clients reduce their overall positions in tax-deferred retirement accounts and build a source of tax-free income for retirement. This video can help them understand how the strategy works. (3:41)
The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)
How do you find the right balance when you’re saving for the future? Learn how the RiverSource Structured SolutionsSM annuity works to combine growth potential with a level of protection from losses. (7:35)
Help your clients understand the value of asset allocation and how it works. (2:15)
Where do you go for professional financial advice to help meet today’s challenges and still reach tomorrow’s goals? Our advisors not only know the markets; they’ll get to know you. Our personalized advice can help keep you focused on your financial future. (0:30)
This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)
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.
More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)
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