Lamb, Petersen & Mann Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 118 reviews

Lamb, Petersen & Mann Advisory Group: An Ameriprise private wealth advisory practice serving the Concord, NH area.

Lamb, Petersen & Mann Advisory Group, Forbes Best-in-State Wealth Management Team, 2023

  • Financial confidence

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  • Recent Practice Merger

    Information specific to your Advisor, Team and office location can be found on our Contact Page!

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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

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

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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Events

When Your Health and Your Money Intersect

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:
*Key health discussions and decisions*How a little preparation goes a long way*How your advisor can help

View all events

Team Member Spotlight - Carson McEvoy

Carson is the newest Paraplanner in the Scarborough, Maine office. Since April, Carson has been sitting in on meetings, assisting with research, and corresponding with clients as he trains to become an advisor.

Bringing experience from the mortgage industry as a mortgage originator and branch manager, Carson enriches our practice with his client-centered approach.

Raised in New Gloucester and Grand Lake Stream, Carson has strong Maine roots. He is an avid wine enthusiast and foodie who is always looking for the next tasting or meal out. He also enjoys cycling, fly fishing, and bird hunting with his four English cocker spaniels.

Please welcome Carson to our practice!