Pollak & Pollak Wealth Management

04/29/2026

03/03/2026

Big congratulations to Michelle N. Pollak for being named to the 2026 Forbes Best-in-State Women Wealth Advisors list! This honor celebrates advisors who help clients achieve their long-term financial goals — and that’s what drives us every day. Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

Michelle N Pollak is an Ameriprise Private Wealth Advisor serving the Orinda, CA area. Get the personal financial advice you need to achieve your goals.

02/19/2026

I’m proud to announce that Forbes has included Pollak & Pollak Wealth Management on their 2026 Best-in-State Wealth Management Teams list. What an incredible honor – one that recognizes our entire team’s commitment to providing financial advice that helps our clients focus on their goals in both the short and long term. Thank you to my extraordinary team and clients. You inspire me each and every day.

Pollak & Pollak Wealth Management is an Ameriprise private wealth advisory practice in Orinda CA. Get the personal financial advice you need.

02/13/2025

Join us in celebrating Michelle N. Pollak, who has been named to the 2025 Forbes Best-in-State Women Wealth Advisors list. Congratulations, Michelle! All of us at Pollak & Pollak Wealth Management share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

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01/16/2025

We’re excited to announce that Forbes magazine has named Pollak & Pollak Wealth Management as one of their 2025 Best-in-State Wealth Management Teams. We are so 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. Join us in celebrating this magnificent accomplishment!

Scott Pollak is an Ameriprise Private Wealth Advisor serving the Orinda, CA area. Get the personal financial advice you need to achieve your goals.

10/17/2024

“At least based on history and these simple averages, there may still be more life in this bull. That said, there are several instances across history where a bull market has lasted far longer than the average and died much earlier. Yet, the frameup adds some perspective around the strength and duration of the current bull market, which helps ease some concerns that what we have seen over the last two years is out of the ordinary. At least thus far, this bull market run has looked run-of-the-mill, in our view.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

06/21/2024

Ameriprise is celebrating its 130th anniversary. What a milestone! We're proud to be part of a company that has a 130-year tradition of putting clients first. It’s an honor to join you on your journey to reaching your financial goals.

04/15/2024

Today is Tax Day. Make sure to either file your taxes or file your extension.

04/11/2024

Did you know that tax rates may rise in 2026? Provisions of Tax Cuts and Jobs Act are set to expire by the end of 2025. The sooner you act, the more options you’ll have to take advantage of today's lower taxes. Let’s connect and review potential strategies with your tax professional. http://bit.ly/3RAxQga

04/03/2024

Are you concerned about the impacts of taxes on your retirement savings? These strategies can help you reduce your taxes for the long term.

Learn more about the tax treatments of different sources of retirement income so you can keep more of your hard-earned money.