The advisor listed is an Ameriprise financial advisor in White Plains. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. It starts with a plan. I will sit down with you and build a customized financial plan tailored to your unique goals and dreams for the future. I understand that you have worked hard to build your net worth and that you have a lot at stake in today’s volatile and complex markets. I will work with you to build a financial plan that includes wealth preservation strategies as well as investment opportunities that are aligned with your goals. Finding ways to preserve and grow your wealth over time is critical to tackling the many challenges you may face – from tax and estate planning to retirement planning strategies. Fortunately, even the most complex financial decisions can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth. As a Private Wealth Advisor, I am committed to creating a personalized experience for each of my clients, offering knowledgeable advice to each individual based on their specific objectives and goals. It is my desire to help you make sure your finances are on track to achieve these goals, so you can continue taking care of others and the things that matter the most to you.