Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Sustainable and Responsible Investing
  • Charitable Giving
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Tax Planning Strategies

Awards & recognition

  • Douglas Calnan, Ameriprise Circle of Success, 2017-2022
  • Socially Conscious Wealth Management, Ameriprise Client Experience Award, 2022

Community participation

  • Northeast Organic Farming Association, MA - Sponsor, Douglas Calnan
  • Holly Hill Farm, Cohasset - Certified Organic Farm - CSA Member, Douglas Calnan
  • Weir River Farm, Hingham - CSA member, Douglas Calnan
  • Scituate Harbor Yacht Club - Sailing Committee, Douglas Calnan
  • Urban Food Initiative dba Daily Table, Boston - Sponsor, Douglas Calnan