Advisor profile


My approach

Vadim Matatov - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Vadim Matatov - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Family Finances
  • Domestic Partner Planning
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Certificate Program in Financial Planning Completed: 2003 Oakland University™

Interests

  • Spending time with my family
  • Volunteering in my community by helping sponsor and organize charitable events
  • Traveling the world
  • Cooking
  • Attending Broadway Musicals
  • Attending sporting events
  • Camping

Community participation

  • Active participent and member of Chabad Jewish Center of Commerce
  • Sponsor of American Cancer Society Michigan
  • Sponsor of St. Jude Children's Research Hospital

Our Approach

Tru Insight Wealth Advisors serves the needs of accomplished individuals and families. Our focus is for clients to have a clear understanding of where they are in their financial life and where they are headed.

We accomplish this through our three core tenets:

  • Comprehensive approach to financial planning and investment research.
  • Client education.
  • A collaborative team approach to providing solutions to client needs.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.