Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Allen Shpigel, Ameriprise Circle of Success, 2013
  • Allen Shpigel, Five Star Wealth Manager, 2013-2016, 2018-2025
  • Allen Shpigel, Ameriprise Ultimate Digital Excellence Award, 2021-2024

Honored to receive recognition

We’re thrilled to announce that our colleague, Allen Shpigel, received a 2025 Five Star Wealth Manager award. Congratulations, Allen!

Thank you to our clients for your continued trust and loyalty — helping you reach your financial goals is the best part of our job!