Circle In A Square Pottery

Circle in a Square Advisors | A private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved. Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life.

Depending on your particular situation, we offer sophisticated financial solutions that can help you:
-Provide for future generations
-Give to causes you care about
-Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you and shows interest in our clients' evolving needs. We help our clients achieve confidence.

Areas of Focus
- Retirement Planning Strategies
- Cash Flow Management Strategies
- Estate Planning Strategies

Personal Interests
-Breathtaking: 1st International Sufi Music Festival, Nagaur ; James Turrell Installation, Naoshima Island, Japan; Charles IV Bridge, Prague, midnight snow; Shaykh Lutfullah Mosque, Esfahan, Iran; Sculling, Lake Hosmer, Craftsbury, Vermont
-Recent books: To Bless The Space Between Us, James O'Donohue; Swerve, Stephen Greenblatt; Nine Lives, William Dalrymple; Turning the Mind Into an Ally, Sakyong Mipham
-Recent travel: Inland Sea of Japan '07, India '08, Cambodia '09, Switzerland '09, Iran '10, Korea '11, England '12
-Favorite museums: Freer and Sackler Galleries, Smithsonian, DC; Reitberg, Zurich; Rubin Museum, NYC; Storm King Art Center

Community- Member of the Friends Advisory Council- Member of the Silk Road Society- Smithsonian Freer Sackler Museum

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. I am licensed and registered to conduct business in DC. Based on licenses and registrations I hold, I may also conduct business in WI, MI, CO, WA, VI, PR, PA, NJ, VA, CA, MA, MN, IN, WV, MD, FL, IL, OH, NC, TX, DE, CT, GA, and NY. CA Insurance #0B24965

Guidelines:
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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 performances or successes. 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 you privacy, please don't post account or service-related information on this page. Instead, contact me directly. Please visit for more important disclosures and information.