Lance Buckeldee-Morgan Stanley

To strive with the utmost integrity, to deliver the highest level of professional service to our clients, those individuals who have entrusted us with their financial future.

At Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Palo Alto, CA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Delivering high quality service with a wide array of investment solutions