Michael W. Roger, Financial Advisor at Ameriprise Financial
Categories
Financial & Investment Services
About Us
As a private wealth manager, I provide direct support for those nearing retirement in four areas:
Tax management and mitigation
Planned giving or multi-generational wealth
Investment and asset allocation
Income Protection and Cash management
In support of small businesses, I provide the following:
Tax-efficient portfolios
Reinvestment strategies
Business review and business planning support
Exclusive networking opportunities
Quarterly roundtables with other business & community leaders
Strategic marketing support, including brand development and positioning strategies
By request, I also provide leadership reviews and operating efficiency analysis
For the White Coat Investor, I represent a host of clients from diverse medical practices, including:
Dental
Family Physicians
Mental Health
LPN-driven Practices
