South Shore Wealth Management: An Ameriprise advisory practice serving the Hingham, MA area.

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
  • Introduce us

    If you know someone who has financial questions, please let them know about our practice.
    Refer us
  • How we work

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

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

4696527ACMR0422

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

6 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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.

view commentary
 

Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)