A private wealth advisory practice of Ameriprise Financial Services, LLC
1525 E. Republic Rd., Suite B-115, Springfield | 417-877-0252
For 27 years the Achieve Private Wealth team has helped clients achieve their dreams for today, tomorrow and well into the future. 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.
They are led by Private Wealth Advisor Paula Dougherty, BFA™, CFP®, APMA®, MBA, CRPC®, ChFC®, CLU®, CASL®, J. Scott Taylor, CFP®, CRPC® Financial Advisor; Sam Ackerman, APMA®, CRPC®, Financial Advisor; and Associate Financial Advisor Amber Vanderwal. 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 achieve their financial goals based on what is truly important to them. They are here to help you adapt to any changes you face along the way and formulate plans for both the expected and the unexpected.
Ameriprise Financial Services, LLC. A tradition of commitment since 1894. A legacy of putting cllients first.
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 advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprse Financial Services, LLC, Member FINRA and SIPC.