Ellen Kim, Robertson Stephens

At Prosperity Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lake Oswego, OR area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The Robertson Stephens Portland office aims to elevate the wealth management experience for our clients. We are industry veterans who use our understanding of risk to drive opportunity. Our practice incorporates not only longer-term fundamental research and manager due diligence but also shorter-term analysis that provides insight into significant underlying shifts in markets. We help families, private foundations, and non-profit organizations, endeavoring to understand each client’s particular circumstances and develop our advice accordingly. We provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. Our collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants, allows us to transform your financial goals and aspirations into reality.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lake Oswego, OR area, Kevin Kalin will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.