Financial guidance built around you

At Oracle Wealth Management, we provide comprehensive financial advice tailored to your goals, priorities, and life changes. Through collaborative relationships, regular reviews, and personalized strategies, we help you stay informed and focused on what matters most—today and in the future.

Oracle Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC

Client satisfaction 5.0 / 5 rating based on 41 reviews
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Contact

423.424.3301

james.m.scotchie@ampf.com

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

Planning for what's next

Whether you're managing accumulated wealth, preparing for retirement, navigating a business transition, or thinking about the legacy you'll leave behind, every decision deserves thoughtful planning. At Oracle Wealth Management, we help clients evaluate opportunities, navigate complexity, and build strategies aligned with their goals, values, and long-term vision. Welcome, we're honored to be part of your journey.

Our commitment to you

Financial advice for a lifetime

We provide financial advice based on your goals, now and at every stage in your life.

Personalized investments and solutions

Our custom investment strategies and solutions are designed based on your needs to help you plan for your financial goals and objectives.

Meaningful connections

We get to know you—by regularly discussing your goals, life events, investments, milestones and ever-changing needs. We’ll make timely connections tailored to your schedule and preferences.

Secure digital access

Our safe and seamless digital tools—backed by our online security guarantee—enable you to collaborate with us and access your accounts anytime, anywhere, from any device.

Ready to learn more?

Get started by requesting a complimentary consultation

Built with you in mind For over 130 years, Ameriprise Financial has been a leader of personalized financial planning and advice. We offer a range of comprehensive solutions—from banking and investing to insurance and annuities—to help you make the most of today while planning for tomorrow. Why choose Ameriprise

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Financial guidance built around you

Oracle Wealth Management

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