Join Ameriprise

Wealth Services

Gregory Berg, CRPC®, AAMS®, AWMA®

Financial Advisor

Ameriprise Franchise Group

Wealth Services

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Specialized resources for your affluent clients

As you have built your practice, you know that some clients have more complex needs than others. That's why Ameriprise offers wealth services resources to help you and your clients preserve their wealth, establish their legacy and feel confident about their financial goals.

Retirement planning

Our Confident Retirement® approach provides the framework and specific tools you need to start the retirement conversation with your clients and create a solid financial plan.

Investment management

Our strategies enable you to help clients manage:

  • Alternative investments
  • Professionally managed accounts
  • UMAs
  • Hedging strategies
  • Pledge loans
  • Fixed income solutions
  • Model portfolios

Estate planning and charitable giving

Ameriprise provides unique resources to help you develop recommendations for your client's complex legacy needs, including efficient tax management and distribution of assets.

Executive compensation

You'll have access to experts who can help you navigate complex compensation arrangements, including:

  • Deferred compensation
  • Stock options and grants
  • Concentrated stock positions

Business owners

You'll have the ability to learn how to integrate your clients' business into a holistic perspective of their overall financial plan:

  • Cash flow
  • Debt management
  • Employee benefits, including retirement plan sponsorship
  • Succession planning

We know that your clients' needs may change over time. That's why we provide access to specialists who can analyze your clients' information, ask insightful questions and prepare you to have the most effective conversations with your clients.

Wealth management team

Sophisticated investors need to understand the diverse opportunities available. That's why we provide advice on:

  • Advanced portfolio construction
  • Options strategies
  • Margin loans
  • Hedging
  • Discretionary accounts

Ameriprise Investment Research Group

Our nationally renowned research professionals will keep you informed on stock, bond and ETF ideas, as well as market innovations, politics and the international economy. You'll have direct access to their experience and expertise so you can focus on your clients and prospects.

Professional trustees

These services provide full fiduciary administration of trusts including all reporting, accounting, fiduciary review of distributions and preparation of trust tax returns. Advisors typically provide investment recommendations to our team of trustees.

Advanced insurance experts

Our insurance experts can work closely with you and tax planners to help ensure your clients' estate is handled in the most efficient way possible.

The Confident Retirement approach is not a guarantee of future financial results.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.