Five Star award winner Michael Abrams

PROFESSIONAL PROFILE

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Michael Abrams

Private Wealth Advisor, Managing Director

The Abrams Private Wealth Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

255 Shoreline Dr Ste 400

Redwood Shores, CA 94065

Office: 650-226-2087

Cell: 650-346-9285

michael.abrams@ampf.com
www.ameripriseadvisors.com/team/the-abrams-private-wealth-management-group/how-we-work

Professional Approach

Mike was born in San Francisco, CA and raised on the Peninsula and is a graduate of the University of California at Berkeley and Santa Clara University. Mike is a Private Wealth Advisor who holds the Certified Investment Management Analyst® designation and has been a financial advisor for over 30 years.

Mike established The Abrams Private Wealth Management Group at Ameriprise Financial Services LLC along with his partners Gloriene Edra, Client Service Associate, and Joseph Yapaola, Private Wealth Advisor, in order to provide personalized, objective guidance and advice to a select number of individuals, families, and businesses. Mike and his team offer a family office style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives, and family offices. He brings guidance in the areas of diversification of concentrated wealth, estate and tax planning strategies, and other long-term wealth management strategies. Mike believes that a trusting relationship is the foundation for understanding and helping clients achieve their unique goals and objectives. Mike and his team are committed to long-term relationships and strive to deliver exceptional client service.

When he is not at work Mike enjoys spending time with his wife and friends, golf, travelling, and being outdoors and walking with his dog.

Securities Registrations Series 3, 7, 63, 65.

See Accomplishments

This award was issued on 11/1/22 by Five Star Professional (FSP) for the time period 3/7/2022 through 9/2/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2017 San Francisco-area wealth managers were considered for the award; 40 (2% of candidates) were named 2022 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 2025, 32, 2%, 11/1/21, 2/8/21 - 9/10/21; 2020: 2026, 40, 2%, 11/1/20, 3/2/20 - 9/25/20; 2019: 2012, 47, 2%, 11/1/19, 2/18/19 - 10/7/19; 2018: 1881, 46, 2%, 11/1/18, 3/12/18 - 9/28/18; 2017: 1488, 49, 3%, 11/1/17, 3/9/17 - 9/27/17; 2016: 1442, 96, 7%, 10/1/16, 4/22/16 - 9/30/16; 2015: 1598, 107, 7%, 11/1/15, 5/7/15 - 10/5/15; 2014: 3256, 93, 3%, 11/1/14, 5/7/13 - 10/5/13.

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Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP or this publication. 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 FSP in the future. Visit www.fivestarprofessional.com.