South Shore Wealth Management

South Shore Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Lower financial stress

    Help your employees make informed decisions with an Ameriprise financial wellness program.

    Explore the resource

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

South Shore Wealth Management focuses on delivering a referable wealth management and financial planning experience to our clients, families and friends. We follow a process that starts with understanding our clients’ goals and continues with designing a financial plan that aims to fit each client’s unique needs.

We believe outstanding client service is at the core of what we do, and thus we follow a communication model that emphasizes information and coaching so our clients understand their options before making decisions.

Our experience in comprehensive financial planning and tailored advice focuses on:

· Retirement Income Strategies

· Investment Management

· Financial Planning

· Estate Planning Strategies

· Insurance Planning

· Multi-Generational Planning and Advice

· Navigating Healthcare Costs in Retirement

We strive to help all our clients feel greater confidence as they pursue their passions and author their financial future.

Workplace Education

Why offer a financial wellness program to employees?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees.1

The Ameriprise financial wellness program is uniquely

positioned to enhance your benefits package and offer your

employees:

Financial Wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

12020 PWC Employee Financial Wellness survey

Our videos

4 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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)