Ipcit Wealth Management Group - Ameriprise Financial Services, LLC
Why pick this one
Ipcit Wealth Management Group offers personalized financial planning and has been recognized in Forbes as a top advisor.
Best for
- personalized wealth management
- financial planning for individuals and families
Look elsewhere if
- looking for budget-oriented financial services
- need services exclusively focused on tax advice
Specialties
- estate planning strategies
- women's financial strategies
- investment management
- retirement income strategies
- sustainable and responsible investing
Certifications
- Forbes Best-in-State Wealth Advisors, 2026
What makes them different
- Ipcit Shah recognized as a top advisor by Forbes
- client experience award from Ameriprise from 2021-2025
- offers personalized investment solutions
- focus on comprehensive financial solutions
- Response time
- complimentary initial consultation
- Years in business
- 130
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 1611 Jones Franklin Rd, Ste 104, Raleigh, NC 27606
- Phone
- 9198585600
- Website
- https://www.ameripriseadvisors.com/team/ipcit-w...
- ipcit.h.shah@ampf.com
Services
- financial planning
- wealth management
- insurance
- banking
- charitable giving strategies