M2 Ventures

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Located in Lafayette, CA, Ellen Resneck - Ameriprise Financial Advisor is a hub of personalized financial advisory services. Specializing in investment management, retirement planning, estate considerations, tax strategies, and insurance planning, their team of dedicated advisors work closely with individuals, families, and businesses to craft customized solutions aimed at achieving specific financial objectives. Emphasizing a holistic approach, they take the time to comprehend the intricacies of each client's financial landscape, offering tailored and pragmatic advice to foster enduring financial security. At Ellen Resneck - Ameriprise Financial Advisor, the focus is on providing comprehensive guidance that goes beyond mere financial management. By understanding the unique needs of their clients, the advisors deliver practical solutions that are designed to lay a solid foundation for long-term financial stability. With a commitment to building lasting relationships and delivering targeted advice, this establishment stands out as a reliable partner in helping clients navigate the complexities of financial planning with confidence and clarity. Generated using this brand's available information