Gavin & Dolliver Wealth Advisors: An Ameriprise private wealth advisory practice serving the Concord, MA area.

Gavin & Dolliver Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 48 reviews

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

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

Focusing on the big picture

Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it’s our job to get to know your goals and priorities as well as we know the markets. We're proud to be financial advisors and have made it our life’s work to help people like you not only envision your future but build it. Want to learn more? We're happy to meet for a complimentary initial consultation whenever it’s convenient for you.

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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.