Angie McCarthy, Private Wealth Advisor serving the Fargo, ND area - Ameriprise Advisors

Angie McCarthy

CFP®, CDFA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
McCarthy Wealth Strategies
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Anytime online access

    Access your accounts, track your progress, and connect with me using digital tools from Ameriprise.

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  • Proud to be recognized

    2022 Ameriprise Client Experience Award recipient

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

Reach your financial goals with more confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. I tailor my advice to your goals and go beyond just investments to help you feel more confident across your full financial life.

Throughout the year, I help navigate the present while staying focused on your long-term goals. I analyze markets and the economy and track changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, I work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.

My focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.

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Professional Alliances

McCarthy Wealth Strategies believes that local accounting and CPA firms such as SecurEdge Tax Strategies play an integral role in our community. We’re proud to announce that we have formed a partnership to offer financial and investment planning services to their clients. We invite you to experience the power of a partnership that prioritizes your financial well-being by offering the tools and resources to help you reach your financial goals.

For more information about SecurEdge Tax Strategies, visit www.securedgetax.com.

SecurEdge Tax Strategies is not employed by Ameriprise Financial Services, LLC, but are available to our clients as an excellent resource for tax planning.

SecurEdge Tax Strategies is not endorsed by or affiliated with Ameriprise Financial. SecurEdge Tax Strategies is not under the supervision of Ameriprise Financial and is not a broker-dealer or investment advisory firm.