Council Rock Wealth Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
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Forbes Best-in-State Wealth Management Teams, 2024

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what we do

We’re proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. We provide personalized financial advice to address today’s challenges and stay focused on tomorrow’s goals.
It’s our honor to share that Ameriprise earned a 2023 Hearts & Wallets Top Performer™ recognition in:
• Understands me and shares my values
• Investment ideas are knowledgeable, timely and tactical
• Explains things in understandable terms
Ready to learn more about how we can help you? Schedule a complimentary consultation whenever it’s convenient for you.
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Honored to receive recognition

I’m excited to share that Council Rock Wealth Advisory Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.