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Osher Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 67 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Welcome to Osher Wealth Management

Why Osher? The word Osher means happiness, fortune, and well-being. It beautifully reflects the vision and purpose behind everything we do. Our new name represents our deep belief that wealth isn’t just about the numbers, it’s about living a life that’s full, intentional, and aligned with what matters to you most.

It’s about Time Wealth – making the most of your time with the people who matter to you most. It’s about Social Wealth – building and prioritizing the relationships that sustain us & bring meaning to our lives. It’s about Mental Wealth – curiosity, purpose & growth throughout the course of our lifetimes. It’s about Financial Wealth – helping make sure you have enough to live the life you want to lead and leave the legacy you want in the world.

While our name is new, our values haven’t changed. We still strive to provide you with the strategies and insights that will help you build and grow your total wealth portfolio. You’ll continue to receive the same personalized service and guidance you’ve always trusted, just with a new name that better reflects our mission.

Thank you for being part of this new and exciting chapter of our practice. We are so glad you are here.


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Events

Social Security - Preparing for Retirement

Duringthis complimentary session, we’ll address important components of SocialSecurity benefits. We’ll talk about how Social Security benefits are calculatedand discuss options for anyone who has ever been married, as well as the roleof taxes and your retirement plan. We’ll also look at the newly passed SocialSecurity Fairness Act, which may increase Social Security benefits for peoplewith a non-covered pension through the elimination of the Windfall EliminationProvision (WEP) and the Government Pension Offset (GPO).

Market and Economic Update

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.

Identity Theft: What can I do to Protect Myself?

The presentation will focus on these areas: The impact of technology, Understanding the threats, Protecting you and your family, Accountability and support.

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How you will generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — to help you live out the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.


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