South Shore Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

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  • Get to know us

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

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

Our office is open

Our team remains committed to serving our clients. We continue to hold all client meetings as scheduled and are available to meet by phone or online. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.

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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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)