When Linda Smith* complained about the cost of her son's private boarding school during a meeting at the family psychiatrist's office, she was presented with an unexpected referral.

The psychiatrist promptly pulled a flyer out of his desk for a seminar at a local Massachusetts hotel on wealth management for families coping with mental illness. The host of that event was Ameriprise financial advisory team Michael Scott & Associates based in Westborough, Mass., that set out to help families like the Smiths four years ago.

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