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My Advice Guides Clients Plan to Achieve Their Dreams
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I am dedicated to the success and satisfaction of every client |
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We work together to consider estate planning strategies, tax planning strategies and risk issues before decisions are made |
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Maintain financial well-being — plan for a confident retirement |
As a member of Bucknam, Masseur and Associates, I believe success should
be measured not just by your financial well-being, but by how
confident you feel about your future. My mission is to help you plan to
reach your financial goals through a relationship based on personalized,
knowledgeable advice. I work with you to design a personal financial
plan around your life goals. This strategy focuses on helping you become
more confident about managing your financial objectives. It is designed
to provide solutions to both everyday and long-term financial goals and
is personalized to meet the needs of high-net-worth individuals and small
business owners. I regularly track progress toward your financial goals
and update your plan based on changes in market conditions and your
individual situation.
My areas of focus are wealth management, retirement planning, tax
and estate planning strategies.
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Areas of Focus
| | | Financial Planning |
| | | Investments |
| | | Estate Planning |
| | | Business Planning |
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Bucknam, Masseur and Associates is a financial advisory practice of Ameriprise Financial Services, Inc. Working with this financial advisor is not a guarantee of
future financial success. Investors should conduct their own evaluation of a financial professional. Brokerage, investment and financial advisory services are made
available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Rhode Island area (includes Bristol, Kent, Newport, Providence and Washington counties in the state of Rhode Island, and Bristol county in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 4,700 wealth managers in the area. 287 award candidates in the Rhode Island area were considered for the award, of which 111 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Rhode Island Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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