Baum Wealth Advisors: An Ameriprise advisory practice serving the Boston, MA area.

Baum Wealth Advisors

A financial advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 8 reviews

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  • Your financial priorities

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  • Market insights

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

As financial advisors, people may think we only work with money. But the most important part of our job is working with our clients and providing advice to help them reach their financial goals. What’s important to you is our priority. We’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Events

Live Confidently: Financial Strategies for Women.

Every woman, at every stage in their life needs a plan of their own – I see too many women moving the fate of their finances from their dad to the boyfriend and then dear husband, or realize their healthy inheritance wasn’t as healthy as expected, or even resting the fate of their futures in the hands of a shiny new app and brand-new algorithms.

Today, the only person you can truly depend on to prepare you for the future is you.

I’m here to help empower you to do just that. My complimentaryonline webinar is packed with Financial Strategies for Women. It can get you started on your financial journey.

And I’m here to help you navigate along the way.

Live Confidently: Financial Strategies for Women.

Every woman, at every stage in their life needs a plan of their own – I see too many women moving the fate of their finances from their dad to the boyfriend and then dear husband, or realize their healthy inheritance wasn’t as healthy as expected, or even resting the fate of their futures in the hands of a shiny new app and brand-new algorithms.

Today, the only person you can truly depend on to prepare you for the future is you.

I’m here to help empower you to do just that. My complimentary online webinar is packed with Financial Strategies for Women. It can get you started on your financial journey.

And I’m here to help you navigate along the way.
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Protecting what matters most

To achieve your financial goals and preserve your assets — today and tomorrow — it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.