Pollak & Pollak Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Serving you in these unprecedented times

We are committed to keeping our clients informed and providing you with the latest perspectives on the current market and economic conditions and providing personalized advice to help with your individual needs. We are available to answer any questions you may have during these difficult times.

• Meet with us– we meet with clients by phone or online and would be happy to do so with you.

• Access your accounts – you can securely access your accounts anytime at ameriprise.com or the Ameriprise app.

• Listen to the latest audiocast below in the video gallery or visit the Insights tab for perspectives related to market conditions

Our thoughts are with our clients and our community. Please take care of yourselves and those around you.


We're All In This Together

We're donating to various local food banks to help relieve pressure on higher demand for food in our communities.

We're sending lunches to our healthcare professionals at local hospitals around the Bay Area to show our appreciation for working on the front lines.

We're sending face masks to help keep you safe.

Lastly, we're sheltering in place like many of you to slow the spread of COVID-19.

Our videos

9 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)