Roger Achtermann

Background

About Roger Achtermann

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who clients are and the financial forces at work in their life. It means helping clients understand and respond effectively to these forces. And it means helping to invest assets in a way that reflects the realities of a client's life and the uniqueness of their goals. Since 1986, Roger has been committed to understanding the nuances of the people and businesses he works with. He is able to establish specific objectives and customized strategies, help clients implement those strategies, and carefully monitor the progress with the client. As a member of The Alexandria Group at Morgan Stanley, Roger has access to an experienced in-office support team, his firm's extensive network of financial professionals, and cutting-edge investment tools. This broad support enables him to offer access to a platform of world-class solutions to help clients secure their financial future. Areas of Focus- Comprehensive Financial & Retirement Planning - Multi-generational Trust & Estate Planning Strategies - Investment Allocation & Risk Management - Fee Based Investment Portfolios - Alternative Investments - Socially Responsible Investing - Environment, Social & Governance (ESG) Integration - Cash Management and Lending Solutions, NMLS#: 1416422 - 401(k) Rollovers - Long-term Care (LTC) Insurance