A private wealth advisory practice of Ameriprise Financial Services, LLC
1525 E. Republic Rd., Suite B-115, Springfield | 417-877-0252
Start planning for a brilliant future with Achieve Private Wealth. For 26 years they’ve helped clients achieve their dreams for today, tomorrow and well into the future. How do they do it? With the exclusive Confident Retirement® approach. They break your financial goals into doable steps, taking the uncertainty out of planning and helping you to live the life you earned.
Achieve Private Wealth’s premier customer service sets them apart from other private wealth advisory practices. They are led by Chief Executive Officer of Achieve Private Wealth Paula Dougherty, CFP®, APMA®, MBA, CRPC®, ChFC®, CLU®, CASL®, Private Wealth Advisor; Scott Taylor, CFP®, CRPC® Financial Advisor; Chief Operating Officer of Achieve Private Wealth Sam Ackerman, CRPC®, Financial Advisor; and Christopher Obert, MBA, Associate Financial Advisor. Each advisor specializes in providing a comprehensive approach to financial planning including wealth management, portfolio construction, rebalancing and investment management strategies. Additionally, they specialize in the areas of retirement planning and risk management strategies, as well as assisting clients with choosing employee benefits that fit their needs.
Achieve Private Wealth helps 417-landers plan for the expected... and the unexpected! They will work with you to help you achieve your financial goals based on what is truly important to you and are here to help you adapt to any changes you face along the way.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC-insured, 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.