R.P.Cressend Wealth Management

Informations générales

***Our Approach***

Putting clients first; it’s what we do.

Ameriprise Financial was named a Top Performer among investment firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets.

We’re proud to be associated with a firm that puts clients first because your interests are also our priority. We’re not only in the business of helping you build and protect your wealth; we offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

When you have the right financial advice, life can be brilliant.

***Areas of Focus***
--Tax Planning Strategies
--Domestic Partner Planning
--Employee Stock Options
--Retirement Planning Strategies
--Retirement Income Strategies
--Insurance
--Charitable Giving
--Wealth Preservation Strategies
--Small Business
--Executive Compensation and Benefit Strategies
--Retirement Plan Distribution
--Saving for Education
--Investments
--Estate Planning Strategies

***Working Together***

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

*What to expect*
--Professional help in clarifying your financial goals and priorities
--If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
--Accurate information about our tailored solutions, including risks, benefits and costs

*What to bring*
--A list of any questions you have regarding your current financial situation
--Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
--A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

*Disclosure*
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

CA Insurance #0I68518
CA Insurance #0I52058