Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Business Retirement Plans
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Insurance

Awards & recognition

  • Sidd Shah, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Sidd Shah, Ameriprise Circle of Success, 2004-2008, 2010-2022
  • Sidd Shah, Ameriprise Circle of Success Diamond Ring, 2016

Community participation

Volunteering as a Team!
Volunteering as a Team!

We volunteer at Feeding America Riverside San Bernardino Counties sorting food to help families in our community. We became involved with this organization because we believe everyone should have enough food to eat.

Our photos

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