Robert M Ellis

MBA, CRPC®, AAMS®

Private Wealth Advisor
Managing Director
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.

My Goals

What you can expect from me -

    • I will look to understand and document your financial goals, provide you with advice to help you plan to achieve them and track your progress towards those goals.
    • I will recommend investments and strategies based on your financial goals using asset allocation as an approach for those investments.
    • You will be able to see the investments you own and how they are performing, as well as your financial goals and your progress toward those goals.
    • I will strive to reach out proactively at least four times each year, including at least one face-to-face or screen-to-screen meeting, and return your call or email the same day.

Disclosure: Asset allocation does not assure a profit or protect against loss.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

My videos

7 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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)