Cassidy E Tepper

Cassidy E Tepper

CRPC®

Private Wealth Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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Background and qualification information is available at FINRA's BrokerCheck website.

Staying focused on tomorrow’s goals.

Staying focused on tomorrow’s goals.

As a financial advisor, people may think I only work with money. But the most important part of my job is working with my clients and providing advice to help them reach their financial goals. What’s important to you is my priority. I’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation Staying focused on tomorrow’s goals.

Honored to receive recognition in Forbes

All of us at Azure Wealth Advisors would like to congratulate Cassidy Tepper on being named to the 2021 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

My videos

4 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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)