Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Small Business
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans

Awards & recognition

  • Burd & Dalessandro Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 & 2024

Community participation

  • Big Brothers Big Sisters of Southern Maine
  • Preble Street Food Bank

Honored to be recognized in Forbes

I’m thrilled to share that Burd & Dalessandro Wealth Management has been included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

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