Financial Advisors
Waltham, MA
Anthony D Marken is a Private Wealth Advisor at Ameriprise Financial Services in Waltham, MA, specializing in comprehensive financial planning for high-net-worth individuals and families. With multiple professional certifications including CFP, AEP, and AWMA designations, he provides integrated wealth management services covering investment management, retirement planning, estate planning, tax strategy, and insurance solutions. His expertise spans asset allocation, portfolio management, and specialized planning for business owners, retirees, and families with complex financial needs.
Ideal for: High-net-worth individuals, Business owners, Retirees, Families with complex estates
Service area: Waltham and surrounding Boston metro area
Extensive Professional Certifications: Holds CFP, AEP, AWMA, AIF, and multiple specialty designations demonstrating deep expertise in wealth management, estate planning, and fiduciary standards.
Comprehensive Wealth Planning Approach: Integrates investment management, retirement planning, estate planning, tax strategy, and insurance into a coordinated financial plan tailored to high-net-worth clients' specific situations.
Specialized Expertise for Complex Situations: Offers specialized planning for business owners, retirees, families with special needs, philanthropic goals, and divorce financial analysis through certified credentials.
Address: 465 Waverley Oaks Rd Ste 211, Waltham, MA 02452
Phone: (781) 996-3026
Website: ameripriseadvisors.com
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