Lisa Lamarche is a seasoned Financial Advisor and Managing Director at Milestone Wealth Advisors, a distinguished practice within Ameriprise Financial Services, LLC. With over 24 years of experience in the financial services industry, Lisa has honed her expertise in crafting comprehensive financial strategies that empower...
Lisa Lamarche is a seasoned Financial Advisor and Managing Director at Milestone Wealth Advisors, a distinguished practice within Ameriprise Financial Services, LLC. With over 24 years of experience in the financial services industry, Lisa has honed her expertise in crafting comprehensive financial strategies that empower her clients to achieve their long-term financial goals. Her approach is rooted in building trust and fostering meaningful relationships, ensuring that her clients feel confident and informed as they navigate their financial journeys.
At Milestone Wealth Advisors, Lisa leads key projects focused on retirement planning, investment analysis, and risk management, tailoring solutions to meet the unique needs of each client. She is particularly adept at helping individuals and small business owners develop robust estate planning strategies that safeguard their legacies while optimizing their financial resources. Lisa's commitment to strategic planning and wealth management has made her a trusted advisor for clients seeking clarity and direction in an ever-evolving financial landscape.
Her comprehensive skill set encompasses finance, investments, and risk management, allowing her to provide holistic advice that aligns with her clients' aspirations. Lisa's ability to analyze market trends and investment opportunities ensures that her clients are well-positioned to capitalize on growth while mitigating potential risks. As a dedicated professional, Lisa Lamarche continues to inspire confidence in her clients, guiding them toward a secure and prosperous financial future.
