How we work

Our Approach

Helping clients plan for their financial success involves understanding the personal context in which they place their investments and other financial concerns. We work closely with clients and their families to develop an understanding of their goals and values so we can help design efficient strategies, which are in alignment with what they consider to be financial success.

Areas of focus

  • Sustainable and Responsible Investing
  • Insurance
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Investment Management
  • Charitable Giving

Community participation

Angel Island Conservancy

Solano and Contra Costa Food Bank

Van Hornesville Community Corporation

Otsego Land Trust

Solano Land Trust

Our videos

6 videos

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