neighbors

Paradise Valley resident joins Ameriprise

Posted 5/10/22

Private Wealth Advisor Christine Gustafson, founder and managing director of Phoenix Wealth Management, recently joined Ameriprise Financial from UBS, with more than $450 million in client assets.

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neighbors

Paradise Valley resident joins Ameriprise

Posted

Private Wealth Advisor Christine Gustafson, founder and managing director of Phoenix Wealth Management, recently joined Ameriprise Financial from UBS, with more than $450 million in client assets.

Gustafson and her team operate out of their office in Phoenix.

They selected Ameriprise because of the firm’s longstanding commitment to financial planning, industry-leading technology and sophisticated investment research.

With more than 30 years specializing in wealth management for high-net-worth individuals, family offices and charitable foundations, Gustafson has grown her practice into a four-person team that serves a diverse client base across Arizona and the United States.

In evaluating Ameriprise, she was pleased to learn that the company shares her passion for exceptional client service and empowering investors to give back to the causes they care most about.

“We take a holistic, custom-tailored approach to wealth management. Our strategic partnership with Ameriprise provides us with the best technology and leadership to thrive – offering clients with the insight and perspective to create financial peace of mind,” Gustafson said. “We customize every client’s portfolio for their unique needs – we don’t try to fit clients into the typical five-risk category model. In our search for a new firm, it was clear that Ameriprise’s values aligned with ours and they shared our goal of managing money for wonderful clients – many of whom are philanthropically oriented.”

Gustafson’s team also includes financial advisor and managing director Norman Lemus. He has more than a decade of experience serving clients and is a portfolio manager on the team’s Tobacco-Free Portfolio, which was specifically designed for the American Heart Association.

He moved into the industry after serving in the United States Marine Corps Reserve as a sergeant. The advisors are supported by senior registered practice associate Amanda Morrell and senior registered client service associate Lisa Campbell.

Gustafson’s specialty is charitable giving, including Donor Advised Funds and Family Foundations. She has a long personal legacy of giving back – she is a 30-year volunteer for the American Heart Association and has been part of the AHA Investment Committee, which oversees the AHA’s $670 million investment fund, since 2009. For the last 11 years, she has served on the University of Virginia’s $7.5 billion endowment board which is recognized as one of the top performing endowments in the country.

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