Local Ameriprise Financial Private Wealth Advisory Practice Renamed
MARSHFIELD, WI (OnFocus) – For more than 51 years, Ameriprise Financial Private Wealth Advisory Practice – Meyer, Meyer & Associates has helped local families prepare for retirement, manage their wealth, protect their families from the effects of a health issue or premature death and provided advice to help clients achieve their goals as well as to provide income tax and estate planning strategies. Now under new name “Lifescape Wealth,” the mission remains the same.
“We changed our team name from Meyer, Meyer & Associates to Lifescape Wealth. As our business has continued to grow over the past 51 years we have grown to a specialized team of 11 people. We wanted everyone on our team to feel included as part of the team, even though we are very proud of our family history, our team is more than just the Meyers on the team ,” explained Brandon Meyer, Financial Advisor. “Starting the process, we hired a team of professionals who interviewed us to learn more about our business and core values. Together we came up with the name Lifescape Wealth, which expresses our vision perfectly.”
The meaning behind Lifescape is that “together we can help create the life you want to live. Much like landscaping, we are ‘lifescaping’ and putting the pieces of your financial life together to make them work effectively and to the best of their ability and thus create your life how you want to envision it,” he added.
Lifescape Wealth helps clients who value a personal relationship and want professional advice in working towards achieving their goals.
People don’t need to go out of town or travel far to get great expertise and advice as our team of advisors has over 65+ years of experience. Our team has been helping clients in Marshfield and the central Wisconsin area for over 51 years and has three generations of family advisors: two of them have been inducted into the Ameriprise Hall of Fame (working on the 3rd),” said Meyer. “Dave Meyer has also been named a Forbes ‘Best in State Wealth Advisor’.’ Our team has a huge commitment to our community in bettering our clients lives, and truly helping them plan for and achieving the life they want to live.”
Meyer added that the team is also are very vested in their community and giving back to their roots.
“Our team takes great pride in our work and giving back to many local charities, organizations and events, which is a part of our mission/values/credo,” he said.
To learn more, visit Lifescape Wealth on Facebook, their website, or call their office at 715-387-8700.
We welcome your stories! Contact us at [email protected]!
Author: News Desk
This piece was posted by our news team! Contact us or submit stories at [email protected].
