Our Approach

At Siena Wealth Advisory Group we are passionate about helping you protect yourself and your family from the unexpected. That is why we take the time to get to know each and every one of our clients. We believe it is our duty, obligation and responsibility to help guide you to a more confident retirement. After all, you only get one retirement. We'll help you plan to get it right.

At Siena Wealth Advisory Group it's not just financial planning, it's personal.

More...

Background and qualification information is available at FINRA's BrokerCheck website

 
 

Watch Katie Coleman on FoxBusiness News

Click here to see Katie Coleman share three financial tips for 2017

More...

By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subjectto rules, regulation, and privacy and security provisions that are separate,and may differ, from Ameriprise Financial.

The views expressed here reflect the views of KatieColeman as of January 6, 2017. These views may change as market or otherconditions change. Actual investments or investment decisions made byAmeriprise Financial and its affiliates, whether for its own account or onbehalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results and no forecast should be considered a guarantee either.

Recent Activity

 

Files for Download

 
 

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

Close

view commentary  

Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)