Thomas Alfred Boatswain Investments
Our experienced team of investment experts is dedicated to maximizing your returns and achieving your financial goals. With a proven track record of success, we invite you to join us today
Thomas Alfred Boatswain Investments
Our experienced team of investment experts is dedicated to maximizing your returns and achieving your financial goals. With a proven track record of success, we invite you to join us today
Tailored financial advice
from trusted advisors
Simplifying and Coordinating Your Financial Life to Help You More Visibly Connect Your Resources and Choices With Your Vision of Financial Success
Thomas Alfred Boatswain
CRD# 1781990
Investment Advisor & Broker. |. CFP®, CPA, CLU®, CLTC®
Thomas Alfred Boatswain
CRD# 1781990
Investment Advisor & Broker. |. CFP®, CPA, CLU®, CLTC®
Expert Investment Adviser
About Thomas Alfred Boatswain
Mr. Thomas Alfred and his wife, Isabel, are proud parents of 3 children. Born in London and relocating to the USA during his teenage years, Thomas pursued his education at Harvard Business College, where he attained a comprehensive knowledge of business. Since 2014, Thomas has been dedicated to his career at Ameriprise Asset Management, where he plays a vital role in assisting clients with their financial needs. Additionally, he embarked on an entrepreneurial journey by establishing his own private practice. Despite this, he remains closely connected with Ameriprise, continuing to offer valuable consultation services.
Beyond his professional pursuits, Thomas finds joy in spending quality time outdoors, making cherished memories with friends and family, and engaging in activities such as tennis and golf. He also has a passion for travelling and is an ardent supporter of sports teams like the LA Lakers
About Thomas Alfred Boatswain
As a professional, my approach revolves around understanding your unique needs and objectives. To provide tailored services that align with your financial goals, I believe in establishing a strong client-advisor relationship. Before delving into the appropriate solutions for you and your family, I take the time to get to know you. Similarly, I encourage you to familiarize yourself with me, ensuring mutual comfort and trust.
My services encompass comprehensive financial planning, catering to individuals, families, and business owners alike. I specialize in developing tax-advantaged wealth accumulation strategies while addressing both short and long-term risks that may impact your cash flow. My conversations with clients are centered around creating a long-term financial game plan that encompasses investment management, risk mitigation, and tax-efficient savings.
With years of experience in the financial industry, I began my journey in financial planning with Ameriprise in 2014. Before that, I gained valuable insights during my tenure as a consultant with Nylife Securities Inc. Currently, I am proud to work with Ameriprise Asset Management, where I continue to offer top-notch financial guidance and support.
My commitment is to help you achieve your financial aspirations, providing innovative solutions tailored to your unique circumstances. Together, we'll navigate the complexities of finance and work towards securing your financial future with confidence.
Certificatiions
CERTIFIED FINANCIAL PLANNER™ Professional The CERTIFIED FINANCIAL PLANNER™ Professional certification is one of the most recognized financial planning marks in the world. The certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Certified in Long Term Care (CLTC) The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences of developing a plan to protect their clients and their families.
Chartered Life Underwriter (CLU®) The CLU® is respected internationally as risk management's highest standard of knowledge and trust. Since 1927, The American College has awarded this designation to professionals The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Certificants learn how to mitigate these consequences of developing a plan to protect their clients and their families, who obtain the advanced education to address the insurance needs of every client they serve.
A process focused entirely on you
At Thomas Alfred Boatswain, we are committed to providing you with a comprehensive and personalized approach to financial success. Through our six-step process, we strive to guide you towards a secure and prosperous financial future.
Invest with
confidence
Our Investment Advisors have the skill, expertise and experience needed to build a tailored wealth plan that’s optimized for your needs and goals.