The advisor listed is an Ameriprise financial advisor in Houston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Our mission is to help clients create, preserve and manage their wealth. We have a caring private wealth advisory practice that helps clients, friends, and families address their goals and challenges them through active listening to remain focused and provide strategies for their future. We take a comprehensive financial planning approach and offer portfolio management services that are designed to meet the goals and objectives of clients. We build lifelong client relationships on a foundation of loyalty. We are committed to the idea that our single most important purpose is to serve the financial needs of clients through excellent personal service.