Leadership & Support
Specialized resources for your affluent clients
Some clients have more complex needs than others. Ameriprise offers wealth service resources to help you and your clients address these needs as they strive to preserve their wealth, establish their legacy and feel confident about their financial goals.
Our team of experts offer knowledge, insight and support to help you meet the complex financial needs of your affluent clients.
We have helped advisors acquire millions in new assets by providing customized consulting on the most advanced cases.
"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
- Executive compensation
- Retirement planning
- Advisor book of business review
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, 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
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.
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:
- Hedge fund offerings
- Managed futures funds
- Private equity offerings
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 needs are met with solutions that can preserve your principal and provide competitive returns.
Other features include:
- Enhanced security features
- Contactless payments
- Worldwide acceptance and more
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
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.