Wealth Management Group

At Harrison & Associates, 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 San Diego, CA 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.

Copperstone Partners is a San Diego-based company that offers Private Placement Life Insurance (PPLI) services, providing clients with tax-efficient investment solutions for estate planning and asset protection. Their Multi-Series Insurance Dedicated Fund allows fund managers to focus on management while Copperstone Partners handles administration and implementation, offering flexibility and improved tax efficiency for clients. Copperstone Partners' Multi-Series Insurance Dedicated Fund offers segregated series that can be custom tailored to meet the specific needs of clients, allowing them to allocate their cash values to different fund managers for management. With a focus on flexibility and tax efficiency, Copperstone Partners aims to provide clients with unprecedented control over their investment portfolios and maximize their financial benefits.Generated from the website