Bengtson Wealth Management

Bengtson Wealth Management has partnered with Ameriprise Financial Services who, for more than 125 years, has been committed to putting clients’ needs first. Together we are passionate about helping you live the full and rich life you’ve earned.

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

We 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, we can help you feel confident, connected and always in control of your financial life.

minor grammatical edit made. Verbiage meets standards.


Brett Bengtson

Brett Bengtson


Financial Advisor

Visit Brett Bengtson's website


Lisa Bengtson

Lisa Bengtson

Marketing Consultant