Barbara O'Connor

Financial Advisor

Pinnacle Private Wealth Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Market insights

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

Receive personalized advice based on what’s most important to you.
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Connect with us

If you have financial questions or want to schedule a meeting or consultation, get in touch.
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Background and qualification information is available at FINRA's BrokerCheck website.

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement^® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Personalized advice to help you achieve your goals

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

10 videos

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Now Playing

Videocast: Investor perspectives for election and COVID-19 conditions

Videocast: Investor perspectives for election and COVID-19 conditions

As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)

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Staying on track when markets are volatile

Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)

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What to watch for as stocks react to the election and pandemic

What to watch for as stocks react to the election and pandemic

Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas. (2:39)

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Sleep Better

Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)

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Financial steps to take at any age

Financial steps to take at any age

Ameriprise Financial’s recent Ages, Stages & Money study explores how people’s financial journey is shaped by age and life stage. In this video, Marcy Keckler shares tips to help individuals feel more (1:38)

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Will your retirement income last?

Will your retirement income last?

Learn more about a program that can help you make important decisions about your retirement income. (2:23)

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Consider your chances

Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)

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The secure site on ameriprise.com

The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)

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Tax diversification: How to keep more of your money

Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)

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Building financial confidence for a lifetime

Building financial confidence for a lifetime

At Ameriprise, a dedicated team of advisors is ready to help you when you need them. With an understanding of what’s most important to you, they can offer personalized advice based on your goals for today and tomorrow. Their guidance, combined with digital tools, help you track the progress toward your goals, anytime, anywhere. Working together, they can help you make your financial dreams a reality. ()

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

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)

Barbara O'Connor may only conduct securities business with residents of states in which they are properly registered. Please refer to FINRA’s BrokerCheck website for a list of those states.