Osgood & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Understand market movement

    Ups and downs in the market are normal over time. Learn how to stay focused on your goals.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our goal is to help clients, including individuals, trusts, businesses, and charitable organizations grow and protect their net worth. We work with them to understand what is important and unique to them and/or their business. This information looks to provide the foundation for a strategic plan to help them pursue their short and long-term goals.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

The Ameriprise difference

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)