at 161 Saint Matthews Ave Suite 7, Louisville, 40207 United States
Private Wealth Advisor at Ameriprise Financial, Inc.
It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis. Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life. Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth. My Areas of Focus are: Estate Planning Strategies Retirement Planning Strategies Small Business Family Finances Saving for Education I am licensed and registered to conduct business in KY. Based on licenses and registrations I hold, I may also conduct business in FL, OH, IN, AZ, ME, AL, MN, GA, CA, NC. CA Insurance #0D38622 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 Private Wealth Advisors Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Community Participation Kosair Shrine Temple and Kosair Chairities Louisville Scottish Rite Louisville Lodge 400 Masonic Home of Kentucky (Board of Directors) Education B.S.B.A., 1985 University of Louisville, Louisville, KY SEE IMPORTANT DISCLOSURES: 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. Ameriprise Financial requests that visitors refrain from making endorsements of its investment advisory services. Don't use this page to submit questions about your investments or customer-service issues. Instead, contact me directly. Don't expect a reply to your comments. Please, don't give investment advice or provide any client information. Keep your comments relevant and please be respectful. Ameriprise Financial wants to help you pretect your privacy. While we maintain a presence on social media websties, we are not affiliated with them and we cannot control how they or other parties will use the information you share on it. In other words, it's up to you to read and understand the privacy policies and terms of service for each social media platform you participate in. Posts will be reviewed and treated by Ameriprise Financial according to terms of our privacy notice at ameriprise.com/privacy. Our pages are intended for US residents only.
154 FB users likes Martin R. Walters, Private Wealth Advisor, ChFC, set it to 20 position in Likes Rating for Louisville, Kentucky in Bank/financial services category
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