How we work


Ampere Wealth Management

Ampere Wealth Management

Our practice has three areas of focus.

    • Retirement planning. When you can retire with confidence, how much you can afford to spend, and how your legacy is evolving.
    • Wealth management. Helping you manage your portfolio in a manner appropriate to your needs, your tax situation, and your risk tolerance. Finding opportunities to lower your taxes during your lifetime and for your heirs.
    • Philanthropy. How much you can afford to give during your lifetime and at your death. Developing tax-wise methods of giving. Helping you evaluate individual charities.
Ampere Wealth Management

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies

Community participation

Margaret Graff is Founding Director of Mundito Foundation

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals