Michael Schmitt, Financial Advisor at Ameriprise Financial

I am excited to announce that Forbes magazine has named Integrative Financial Management - Ameriprise Financial as one of their 2026 Best-in-State Wealth Management Teams. I am proud to work on a team where everyone is devoted to looking out for our clients, their families and all they’ve worked to achieve, especially when life becomes unpredictable.

Michael Schmitt, Financial Advisor in Newport Beach, CA Michael Schmitt is an Ameriprise Financial Advisor serving the Newport Beach, CA area. Get the personal financial advice you need to achieve your goals.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

Through wars, depressions, recessions and pandemics, the Ameriprise S&P 500 mountain chart helps highlight the benefit of a long-term perspective. Throughout history, the setbacks of the day haven’t ended the stock market’s climb higher.

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

Together, we can help you stay focused on achieving your long-term goals – no matter what the short-term might bring.

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

I am proud to announce that my father, Jim Schmitt, has been named to the Ameriprise Financial Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects Jim's deep commitment to serving our clients. I am proud & grateful to have a father and role model to look up to.

James L Schmitt, Private Wealth Advisor in Warrenville, IL James L Schmitt is an Ameriprise Private Wealth Advisor serving the Warrenville, IL area. Get the personal financial advice you need to achieve your goals.

March is Women’s History Month – a celebration of the contributions women have made to history, culture and society.