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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Awards & recognition

  • Brian Gerhardson, Ameriprise Circle of Success, 1998-2022
  • South End Wealth Management, Ameriprise Client Experience Award, 2020

Community participation

Brian Gerhardson is a member of Fenway Health's Board of Visitors

Brian Gerhardson is a sponsor of Fenway Health's Leadership Circle

Brian Gerhardson is a sponsor of Victory Programs' Boston Living Center's Cornerstone Partner Program

Brian Gerhardson is a sponsor of University of Minnesota's Dean Circle

Brian Gerhardson is the recipient of the Union Park Neighborhood Association's Outstanding Business Award 2016.

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation

Our photos

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