South Shore Wealth Management

A financial advisory practice of Ameriprise Financial Services, Inc.
  • Tax planning strategies

    Learn how taxes can influence your financial planning decisions.
    Explore taxes
  • 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

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 plan that fits each client’s unique needs.

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

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

  • Retirement Income Strategies
  • Investment Management
  • 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.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

The Ameriprise difference

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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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2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)