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Resources & Support

Specialized resources for your clients with significant wealth

Some clients have more complex needs than others. Ameriprise offers a distinct approach to serve individuals who have more complex and advanced financial needs. The firm offers strategic guidance focus on wealth accumulation, utilization, transfer and protection.

 

Leading individuals’ wealth management plan, our team of experts is uniquely positioned to deliver comprehensive wealth services that extend beyond investment management.

 

 

 

"We leverage our Investment Research Group for their actionable insights on today’s markets. My clients appreciate the insightful market perspectives that we give them."

Pete Goudeau III, CFP®

Financial Advisor

Houston, TX

Wealth Consulting Services

The team focuses on complex financial situations, specializing in the areas of:

  • Investment management
  • Business strategies
  • Estate planning and charitable giving
  • Tax management strategies
  • Executive compensation
  • Retirement planning
  • Advisor book of business review


Investment management

Our strategies enable you to help clients manage:

  • Alternative investments
  • Investment Advisory Solutions including:
    • Separately managed accounts
    • Unified managed accounts
    • Mutual fund and ETF portfolios
    • Rep as Advisor/Rep as Portfolio Manager accounts
  • Hedging strategies
  • Pledge loans
  • Fixed income solutions
  • Model portfolios


Estate, trust and legacy planning

Thoughtful planning and oversight of your legacy wishes, including:

  • Wealth-transfer and protection
  • Trustee appointment
  • Gifting strategies
  • Estate equalization
  • Liquidity planning
  • Private foundation formation
  • Tax strategies
  • Charitable giving


Executive compensation

Guidance on navigating complex compensation arrangements such as:

  • Stock options and grants
  • Bonus structures
  • Concentrated stock positions
  • Deferred compensation
  • Tax strategies


Business owner services

Support for your business, including succession planning and evaluation of:

  • Entity formation and structure
  • Cash flow
  • Debt management
  • Employee benefits
  • Retirement plan sponsorship
  • Succession planning and exit strategy

 

For Financial Professional use only. This material is not for inspection by, distribution or quotation to the general public.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC. (“AFS”). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. AFS financial advisors may receive compensation for selling bank products.

Ameriprise Bank, FSB. Member FDIC.

Investment Research Group

Experienced investment research and due diligence professionals provide unbiased, objective and timely insights on current market and economic trends — globally and domestically. These insights can help clients meet their investment goals across asset classes:

  • Market and economic research
  • Fund manager selection
  • Equity and fixed income research
  • Third parties that cover thousands of securities


Wealth Management Solutions

Deep product knowledge in capital markets including:

  • Equities
  • Bonds
  • Mutual funds
  • Structured products

Alternative investments such as:

  • Private equity
  • Private credit
  • Private real estate
  • Hedge fund offerings
  • Managed futures funds
  • Private equity offerings
  • Tax-advantaged strategies


Financial Planning Advanced Advice Consultants

Specialized insights and advanced case analyses on:

  • Complex estate, legacy and multigenerational planning and gifting
  • Executive benefits and compensation
  • Small business owner planning
  • Charitable and income
  • Tax strategies

Available to coordinate with:

  • Legal professionals
  • CPAs
  • Other external resources


Personal Trust Services

Services for your estate and legacy planning needs, including:

  • Estate and legacy planning strategies
  • Trust management
  • Professional trustee services
  • Trust administrative services


Wealth Consulting Services

Tailored financial planning and investment strategies for high-net-worth clients and prospects:

  • Investment management
  • Business strategies
  • Estate planning and charitable giving
  • Tax management
  • Executive compensation
  • Retirement planning


Banking and Cash Solutions

Strategies to help ensure your cash and lending needs are met with products that recognize your relationship with Ameriprise, and provide solutions to help you achieve your financial goals.

 


Advanced Insurance Strategies

The Advanced Insurance Strategies team helps select the most advantageous insurance solutions for your unique situation.

They consult on complex insurance cases by providing strategies for:

  • Estate planning
  • Business insurance planning
  • Charitable giving plans

 

For Financial Professional use only. This material is not for inspection by, distribution or quotation to the general public.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to its customers, including clients of Ameriprise Financial Services, LLC. (“AFS”). Ameriprise Bank, FSB and AFS are subsidiaries of Ameriprise Financial, Inc. AFS financial advisors may receive compensation for selling bank products.

Ameriprise Bank, FSB. Member FDIC.