Wealth Management and ConsultingDedicated to helping clients achieve their wealth management goalsInvestment products are not insured by the FDIC, are not deposits of or obligations of or guaranteed by a financial institution, involve investment risk including possible loss of principal, and may fluctuate in value.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Service, Inc. Member FINRA and SIPC.
This site is currently optimized for desktop and tablet. Please visit us from one of those devices. We apologize for any inconvenience.
Your brilliant future is our highest priorityYour goals are important to you—and to us. As an Ameriprise Financial private wealth client, you receive our premium service, bespoke investment planning and wealth management solutions. We can help you manage the complexities of significant wealth with our industry experience and extensive resources as a recognized financial leader.
As always, our focus is on providing you with trusted advice and exceptional service.
The strength and stability of a global financial leaderIndustry-leading service has been a hallmark of Ameriprise for more than 120 years. Today, we maintain an unwavering focus on enabling our clients to live the brilliant lives they've earned. Outstanding service is one of many reasons Ameriprise is a longstanding leader in financial planning and advice.#1 in customer serviceAmeriprise ranks #1 in the investment firm category for customer serviceRating based on responses to a consumer survey as part of the Temkin Group 2017 Customer Service Ratings, www.temkinratings.com. See the Ameriprise Financial credentials page and temkinratings.com for more.A Leader in financial planningAmeriprise Financial is longstanding leader in financial planning adviceHighly recommendedConsumers rated Ameriprise among the top in the investment industry for the past three years for “likelihood to recommend the firm to friends and colleagues.”Rating based on responses to a consumer survey as part of the Temkin Group 2016 (#1 rating), 2017 (#2 rating) and August 2018 (#4 rating) Net Promoter Score® Benchmark Studies. See temkingroup.com for more.® Benchmark Studies. See the Ameriprise Financial credentials page and temkingroup.com for more.#1 in trustAmeriprise is rated #1 in the investment industry for trustRating based on responses to a consumer survey as part of the Temkin Group 2018 Trust Ratings, www.temkinratings.com. See the Ameriprise Financial credentials page and temkinratings.com for more.#1 in customer loyaltyAmeriprise Financial ranks #1 in the investment industry for customer loyaltyRating based on responses to a consumer survey as part of the Temkin Loyalty Index, 2017. See the Ameriprise Financial credentials page and temkingroup.com for more.
A broad range of solutions to help clients execute wealth management plansInvestments
• Equity securities
• Fixed income securities
• Exchange funds
• Hedge fund offerings
• Managed futures funds
• Non-traded business development companies (non-traded BDCs)
• Non-traded closed-end funds (non-traded CEFs)
• Non-traded real estate investment trusts (non-traded REITs)
• Private equity offerings
• Real estate private placements funds
• Mutual funds
• Structured products
• Unit investment trusts
• Investment advisory services, including separately managed accounts, unified managed accounts and mutual fund and exchange traded fund portfolios
• Syndicate offerings
• Exchange traded products
• 529 college savings plans1
1529 plan investment options vary by state. Talk to your financial advisor for additional information.Banking and cash solutions
• Cash management account
• Ameriprise® Certificates
• Card and Rewards program
• Personal trust services
• Securities-based lending (margin and pledge loans)
• Life insurance
• Disability income insurance
• Extended/long-term care
• Auto and home insurance
Insurance is underwritten by IDS Property Casualty Insurance Company and Ameriprise Insurance Company, both in De Pere, Wisconsin. Each company is a subsidiary of Ameriprise Financial, Inc.Retirement strategies and solutions
• Individual retirement accounts (IRAs)
• 401(k) plans
• SEP plans
• Simple IRA
• 403(b) retirement plans for nonprofits
• Net unrealized appreciation for employer stock
• Qualified charitable distributions
• Roth IRA conversions
• Deferred benefit plans
Comprehensive capabilities help deliver on each client’s individual financial goalsWe deliver tailored planning, investment solutions, risk management, and governance to help you achieve your goals. We ensure our advice and solutions leverage insights from our in-house experts, sophisticated wealth modeling tools and a host of industry-leading capabilities, including: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.WealthplanningWealth planningComprehensive, goal-based advice covering core financial needs:
• retirement income planning • preparing for the unexpected • legacy strategies • intergenerational wealth transfer • streamlining asset management1InvestmentadviceInvestment advicePersonalized investment strategies that go beyond simple asset allocation and consider your risk tolerance, time horizon and goals, including:
• portfolio stability • capital preservation • tax efficiency1Estate,trust and legacy planning strategiesEstate, trust and legacy planning strategiesThoughtful planning and oversight of your legacy wishes, including:
• wealth-transfer and protection • trustee appointment • gifting strategies • estate equalization • liquidity planning • private foundation formation • tax strategies1Taxmanagement strategiesTax management strategiesTax-efficient strategies that may include tax gain/loss harvesting and the use of investment strategies aimed at lowering capital gains and ordinary income exposure.2Philanthropyand charitable givingPhilanthropy and charitable givingStrategic, structured approaches that help maximize impact to beneficiaries and to you as a donor. Targeted advice on charity/nonprofit evaluation and selection, giving vehicles and tax implications.2ExecutivecompensationExecutive compensationGuidance on navigating complex compensation arrangements such as:
• stock options • stock grants • bonus structures • concentrated stock positions • deferred compensation • tax strategies2Businessowner servicesBusiness owner servicesSupport 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 strategy2
We put the resources of a global financial leader to work for youYour needs and goals for today and the long-term are unique. We begin with listening to understand what’s important to you. Then, we take a holistic approach to developing a wealth management plan, carefully considering your priorities and risk preferences.
Our team leverages global intelligence from Ameriprise economists, researchers, analysts, consultants and trustees to develop solutions that help you seize opportunities while mitigating downside risk.
We work closely to ensure our advice and solutions complement your investment strategies. Together we will track your progress and optimize the plan as your goals and circumstances change over time.
You’ll receive personalized service from our dedicated team and anytime-access to view your wealth and portfolio through our online secure site and mobile app.
Assembling your dedicated team of expertsPremier investment professionals and wealth management specialists work together to meet your unique needs.Wealth Management SolutionsThe Wealth Management Solutions team has strong expertise in leveraging the firm’s objective research to help you with your investment, wealth management and retirement needs. This expertise includes deep product knowledge in capital markets—including equities, bonds, mutual funds and structured products—as well as alternative investments including hedge fund offerings, managed futures funds and private equity offerings.Ameriprise specialists./static-assets/images/ACE-richard-klein.pngRichard KleinMBA, CIMA®, CRPC®Head of Wealth Management Consulting/spotlight/collateral/wealth-management/static-assets/images/ACE-marty-christopher.pngMarty ChristopherCFP®, ChFC®Head of Retirement Plan ConsultingAdvanced Advice ConsultantsThe Financial Planning Advanced Advice Consultants provide 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; and coordination with legal professionals, CPAs and other external resources.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 specialists/spotlight/collateral/wealth-management/static-assets/images/ACE-dennis-mashuga.pngDennis MashugaJD, CPA, ChFC®, CLU®, MBA, APMA, CGMASenior Case Manager/spotlight/collateral/wealth-management/static-assets/images/ACE-david-marsh.pngDavid MarshJD, LLMAdvanced Advice Case Manager/spotlight/collateral/wealth-management/static-assets/images/ACE-jerry-lund.pngJerry LundCFP®, MSFP, MBAAdvanced Advice Case Manager/spotlight/collateral/wealth-management/static-assets/images/ACE-bill-meyer.pngBill MeyerJD, CFP, ChFCAdvanced Advice Case ManagerPersonal trust servicesAmeriprise Bank, FSB offers trust services for your estate and legacy planning needs, including trust management, professional trustee services and trust administrative services.Ameriprise Bank, FSB provides deposit, lending, and personal trust products and services to clients of Ameriprise Financial Services, Inc. (“AFSI”). Ameriprise Bank, FSB and AFSI are subsidiaries of Ameriprise Financial, Inc. Ameriprise financial advisors may receive compensation for selling bank products.
Neither Ameriprise Bank, FSB nor AFSI financial advisors are authorized to give legal or tax advice. For specific legal or tax matters, clients should consult with their own legal and/or tax advisors.
Ameriprise Bank, FSB. Member FDIC. Equal Housing Lender
Investment products made available through AFSI are not FDIC insured, are not deposits or other obligations of Ameriprise Bank, FSB and are not guaranteed by Ameriprise Bank, FSB, and are subject to investment risks, including possible loss of principal invested.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.Ameriprise specialists/spotlight/collateral/wealth-management/static-assets/images/JB-photo.jpgJim BergeronVice President - Trust and Investment Administration of Ameriprise Bank, FSBBanking and Cash SolutionsThe Banking and Cash Solutions team specializes in cash management strategies. They work to help ensure your cash needs are met with solutions that can preserve your principal and provide competitive returns, such as with Ameriprise® Certificates. In addition, you can earn unlimited rewards points with every purchase with the Ameriprise® Visa Signature® credit cards. Other features include enhanced security features, contactless payments, worldwide acceptance and more.Ameriprise® Certificates are issued by Ameriprise Certificate Company and distributed by Ameriprise Financial Services, Inc.
Elan Financial Services is the creditor and issuer of Ameriprise® Visa Signature® credit cards, pursuant to a license from Visa U.S.A. Inc., and does not administer the account Rewards Program.Ameriprise specialists/spotlight/collateral/wealth-management/static-assets/images/ACE-matt-walsh.pngMatt WalshVice President of Banking and Cash Solutions/spotlight/collateral/wealth-management/static-assets/images/dac-pwa-missing-image.pngKris HendersonVP and General Manager of Ameriprise Certificates and Cash Products/spotlight/collateral/wealth-management/static-assets/images/Mike-Graf_150x150.jpgMichael GrafDirector of Sales Consulting for Banking and Cash SolutionsAdvanced Insurance StrategiesThe Advanced Insurance Strategies team helps select the most advantageous insurance solutions for your unique situation, regardless of its complexity. They consult on complex insurance cases by providing strategies for estate planning, business insurance planning and charitable giving purposes.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 specialists/spotlight/collateral/wealth-management/static-assets/images/ACE-david-baldwin.pngDavid G. BaldwinJD, CFP®, ChFC®, CLU®Director, Advanced Strategies/spotlight/collateral/wealth-management/static-assets/images/ACE-david-houston.pngDavid HoustonJDDirector, Advanced Strategies/spotlight/collateral/wealth-management/static-assets/images/ACE-steve-neino.pngSteve NienoJDSenior Director, Advanced Strategies/spotlight/collateral/wealth-management/static-assets/images/Egan_Catherine_bio_cropped_2.jpgCathy EganJD, CFP®Director, Advanced StrategiesInvestment Research GroupThe Ameriprise Research team is an experienced team of investment research and due diligence professionals who provide objective and timely insights on current market and economic trends—globally and domestically. These insights can help you meet your investment goals across asset classes and throughout market cycles.Due diligence processes and criteria considered may vary by product, these reviews cannot prevent investment losses. They are not a guarantee of performance or financial results.Ameriprise specialists/spotlight/collateral/wealth-management/static-assets/images/ACE-david-joy.pngDavid JoyChief Market Strategist/spotlight/collateral/wealth-management/static-assets/images/ACE-russel-price.pngRussell PriceCFA®Senior Economist/spotlight/collateral/wealth-management/static-assets/images/ACE-anthony-saglimbene.pngAnthony SaglimbeneGlobal Market Strategist/spotlight/collateral/wealth-management/static-assets/images/ACE-brian-erickson.pngBrian EricksonCFA®Fixed Income Research and Strategy