Angela Dax

CFP®, CRPC®, AAMS®, APMA®

Private Wealth Advisor
Managing Partner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more
  • Financial advice

    Receive personalized advice based on what’s most important to you.
    Learn more
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options

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

Here to support you

I understand the concern and uncertainty about current market and economic conditions. I am committed to serving your individual needs and providing you the latest insights as the situation evolves. I am available to talk through your financial concerns or questions you may have and provide you personalized advice.

  • Meet with me – we meet with clients by phone or online and would be happy to do so with you.
  • Access your accounts – clients can securely access your accounts anytime at ameriprise.com or the Ameriprise app.
  • Listen to the latest audiocast below in the video gallery or visit the Insights tab for perspectives from Ameriprise experts on the markets.

The health and wellbeing of my clients is a top priority. Please take care of yourself and those around you.

Our Approach

We help empower busy clients with competing priorities to make informed financial decisions. We believe that busy people with very full lives are constantly making choices or sacrifices because they cannot do it all. We help you manage your financial decisions to hopefully free up time so you can focus more on what you value most. Our passion comes from understanding. We love what we do; we can help you take action by making more informed financial decisions.

During this quarantine time we are committed to serving our clients, and we will continue to be available to you as we are today. We will conduct our client meetings via phone call or online, rather than meeting in person.

My videos

8 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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.

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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)