Meeting with an Ameriprise private wealth advisor is an opportunity to examine your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise private wealth advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential strategies. While you won't receive a comprehensive review or financial planning services, you should expect to get a good sense of what it might be like to work together. We'll also review our ongoing Seasons of Advice™ model that features four pre-scheduled Seasonal Planning™ meetings that help keep you on track.
What to bring:
- Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention.
- A list of dreams and financial goals you would like to achieve and time frame.
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives.
Seasonal Client Servicing® is a trademark of HCA Consulting Services, Inc.